Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDLX (Wells Fargo Advantage Dyn Trgt 2050 A) | NA | -190,827.76% | nan% | nan% | 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 |
|---|---|---|
| WTDLX (Wells Fargo Advantage Dyn Trgt 2050 A) | 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 (%) | -170,236.58 | -190,827.76 | nan | nan | NA | NA | NA | … | … | -174,803.01 | 17.09 | -16.89 | 18.07 | 13.12 | 21.65 | -5.56 | 20.86 | 7.43 | -2.01 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.11 | -1.02 | 1.43 | 0.55 | 2.18 | -0.52 | 3.22 | 0.62 | -1.70 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 11.62 | 17.90 | 12.58 | 23.26 | 9.30 | 13.20 | 6.32 | 11.70 | 13.36 |
| Draw Down(%) | NA | 168,251.65 | 168,251.65 | 168,251.65 | NA | NA | NA | … | … | 168,251.65 | 10.59 | 24.56 | 5.62 | 26.67 | 5.39 | 15.10 | 2.19 | 9.40 | 3.52 |
| Yield(%) | 47.05 | 53.83 | 19.95 | 16.49 | 11.10 | 7.40 | 5.55 | … | … | 103.52 | 2.27 | 1.94 | 12.74 | 1.56 | 2.09 | 18.84 | 5.55 | 3.35 | 0.61 |
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 |
|---|---|---|---|---|
| WTDLX (Wells Fargo Advantage Dyn Trgt 2050 A) |
2.63%
Sep 2019 – Sep 2022 |
4.10%
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 |
|---|---|---|---|---|
| WTDLX (Wells Fargo Advantage Dyn Trgt 2050 A) |
17.56%
Dec 2018 – Dec 2021 |
13.82%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart