Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTDVX (Wells Fargo Advantage Dyn Trgt 2060 A) | NA | -124,360.96% | 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 |
|---|---|---|
| WTDVX (Wells Fargo Advantage Dyn Trgt 2060 A) | 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 (%) | -110,891.44 | -124,360.96 | nan | nan | NA | NA | NA | … | … | -113,997.74 | 17.10 | -16.50 | 18.14 | 12.92 | 21.65 | -5.34 | 20.81 | 7.70 | -2.78 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.10 | -1.00 | 1.44 | 0.54 | 2.19 | -0.51 | 3.19 | 0.64 | -2.18 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 11.74 | 17.91 | 12.56 | 23.37 | 9.24 | 13.21 | 6.36 | 11.64 | 13.23 |
| Draw Down(%) | NA | 109,534.81 | 109,534.81 | 109,534.81 | NA | NA | NA | … | … | 109,534.81 | 10.59 | 24.16 | 5.63 | 26.67 | 5.38 | 14.98 | 2.19 | 9.20 | 4.10 |
| Yield(%) | 56.06 | 63.63 | 22.73 | 18.68 | 12.09 | 8.06 | 6.04 | … | … | 103.58 | 1.93 | 0.95 | 12.72 | 1.55 | 2.22 | 18.72 | 5.60 | 3.52 | 0.62 |
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 |
|---|---|---|---|---|
| WTDVX (Wells Fargo Advantage Dyn Trgt 2060 A) |
2.75%
Mar 2017 – Mar 2020 |
4.24%
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 |
|---|---|---|---|---|
| WTDVX (Wells Fargo Advantage Dyn Trgt 2060 A) |
17.51%
Dec 2018 – Dec 2021 |
13.84%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart