Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDOX (Wells Fargo Advantage Dyn Trgt 2050 R4) | NA | -551,105.60% | 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 |
|---|---|---|
| WTDOX (Wells Fargo Advantage Dyn Trgt 2050 R4) | 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 (%) | -491,574.87 | -551,105.60 | nan | nan | NA | NA | NA | … | … | -503,387.15 | 17.47 | -16.64 | 18.40 | 13.51 | 21.98 | -5.09 | 21.26 | 7.69 | -1.98 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.14 | -1.01 | 1.46 | 0.57 | 2.21 | -0.49 | 3.28 | 0.64 | -1.68 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 11.73 | 17.98 | 12.61 | 23.16 | 9.30 | 13.21 | 6.33 | 11.65 | 13.28 |
| Draw Down(%) | NA | 485,874.25 | 485,874.25 | 485,874.25 | NA | NA | NA | … | … | 485,874.25 | 10.57 | 24.48 | 5.58 | 26.57 | 5.37 | 14.79 | 2.19 | 9.40 | 3.52 |
| Yield(%) | 46.64 | 53.53 | 20.00 | 16.67 | 11.29 | 7.53 | 5.64 | … | … | 103.24 | 2.57 | 2.01 | 12.93 | 1.79 | 2.35 | 19.08 | 5.75 | 3.63 | 0.64 |
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 |
|---|---|---|---|---|
| WTDOX (Wells Fargo Advantage Dyn Trgt 2050 R4) |
2.91%
Sep 2019 – Sep 2022 |
4.45%
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 |
|---|---|---|---|---|
| WTDOX (Wells Fargo Advantage Dyn Trgt 2050 R4) |
17.91%
Dec 2018 – Dec 2021 |
14.22%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart