Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDPX (Wells Fargo Advantage Dyn Trgt 2050 R6) | NA | 2,426,520.67% | 2,789.47% | 701.50% | 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 |
|---|---|---|
| WTDPX (Wells Fargo Advantage Dyn Trgt 2050 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 (%) | 2,154,700.70 | 2,426,520.67 | 2,789.47 | 701.50 | NA | NA | NA | … | … | 2,215,633.37 | 17.49 | -16.42 | 18.65 | 13.55 | 22.13 | -4.83 | 21.42 | 7.84 | -1.96 |
| Sharpe Ratio | NA | 2,452.65 | 4.83 | 1.57 | NA | NA | NA | … | … | NA | 1.14 | -1.00 | 1.48 | 0.57 | 2.24 | -0.47 | 3.30 | 0.66 | -1.67 |
| Standard Deviation(%) | NA | 999.42 | 577.18 | 446.86 | NA | NA | NA | … | … | 2,939.92 | 11.74 | 17.89 | 12.60 | 23.25 | 9.26 | 13.24 | 6.32 | 11.64 | 13.27 |
| Draw Down(%) | NA | 10.54 | 24.60 | 26.57 | NA | NA | NA | … | … | 1.71 | 10.54 | 24.38 | 5.64 | 26.57 | 5.26 | 14.76 | 2.19 | 9.40 | 3.52 |
| Yield(%) | 46.54 | 53.72 | 20.14 | 16.84 | 11.43 | 7.62 | 5.71 | … | … | 103.66 | 2.73 | 2.05 | 13.07 | 1.93 | 2.52 | 19.22 | 5.91 | 3.77 | 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 |
|---|---|---|---|---|
| WTDPX (Wells Fargo Advantage Dyn Trgt 2050 R6) |
3.05%
Sep 2019 – Sep 2022 |
4.60%
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 |
|---|---|---|---|---|
| WTDPX (Wells Fargo Advantage Dyn Trgt 2050 R6) |
18.06%
Dec 2018 – Dec 2021 |
14.39%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart