Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDKX (Wells Fargo Advantage Dyn Trgt 2045 R6) | NA | 356,347.20% | 1,421.64% | 444.89% | NA | NA | NA | … | … |
Data as of 02/12/2024, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTDKX (Wells Fargo Advantage Dyn Trgt 2045 R6) | 12/02/2015 | 02/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 318,579.60 | 356,347.20 | 1,421.64 | 444.89 | NA | NA | NA | … | … | 326,622.86 | 16.78 | -16.35 | 17.55 | 13.53 | 22.02 | -4.69 | 21.34 | 7.93 | -1.96 |
| Sharpe Ratio | NA | 445.08 | 3.04 | 1.23 | NA | NA | NA | … | … | NA | 1.13 | -1.04 | 1.47 | 0.60 | 2.28 | -0.46 | 3.32 | 0.66 | -1.67 |
| Standard Deviation(%) | NA | 808.12 | 466.74 | 361.40 | NA | NA | NA | … | … | 2,377.12 | 11.21 | 17.15 | 11.95 | 22.01 | 9.05 | 13.07 | 6.27 | 11.66 | 13.30 |
| Draw Down(%) | NA | 10.17 | 24.12 | 25.55 | NA | NA | NA | … | … | 1.65 | 10.17 | 23.87 | 5.32 | 25.55 | 5.05 | 14.58 | 2.19 | 9.40 | 3.52 |
| Yield(%) | 29.93 | 35.27 | 14.86 | 12.58 | 9.38 | 6.25 | 4.69 | … | … | 103.27 | 2.78 | 1.92 | 13.51 | 1.96 | 2.36 | 19.17 | 5.85 | 3.76 | 0.66 |
Data as of 02/12/2024, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTDKX (Wells Fargo Advantage Dyn Trgt 2045 R6) |
2.88%
Sep 2019 – Sep 2022 |
4.56%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTDKX (Wells Fargo Advantage Dyn Trgt 2045 R6) |
17.65%
Dec 2018 – Dec 2021 |
14.23%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart