Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDRX (Wells Fargo Advantage Dyn Trgt 2055 C) | NA | -251,681.81% | nan% | nan% | NA | NA | NA | … | … |
Data as of 02/12/2024, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTDRX (Wells Fargo Advantage Dyn Trgt 2055 C) | 12/01/2015 | 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 (%) | -225,930.18 | -251,681.81 | nan | nan | NA | NA | NA | … | … | -231,878.13 | 16.46 | -16.85 | 17.12 | 14.29 | 20.75 | -6.27 | 19.97 | 6.60 | -2.75 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.04 | -1.01 | 1.36 | 0.60 | 2.09 | -0.58 | 3.10 | 0.55 | -2.18 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 11.79 | 18.05 | 12.60 | 23.29 | 9.24 | 13.19 | 6.27 | 11.69 | 13.11 |
| Draw Down(%) | NA | 222,978.15 | 222,077.29 | 222,077.29 | NA | NA | NA | … | … | 222,978.15 | 10.88 | 24.66 | 5.68 | 26.65 | 5.34 | 15.60 | 2.29 | 9.50 | 4.20 |
| Yield(%) | 0.00 | 1.92 | 4.53 | 4.12 | 4.88 | 3.25 | 2.44 | … | … | 52.88 | 2.06 | 0.03 | 12.76 | 1.15 | 1.32 | 18.42 | 4.64 | 2.62 | 0.55 |
Data as of 02/12/2024, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTDRX (Wells Fargo Advantage Dyn Trgt 2055 C) |
1.95%
Mar 2017 – Mar 2020 |
3.78%
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 |
|---|---|---|---|---|
| WTDRX (Wells Fargo Advantage Dyn Trgt 2055 C) |
17.35%
Dec 2018 – Dec 2021 |
13.35%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart