Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTSZX (Wells Fargo Advantage Dyn Trgt 2060 R6) | NA | 882,671.88% | 1,965.16% | 555.16% | 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 |
|---|---|---|
| WTSZX (Wells Fargo Advantage Dyn Trgt 2060 R6) | 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 (%) | 783,082.70 | 882,671.88 | 1,965.16 | 555.16 | NA | NA | NA | … | … | 805,421.81 | 17.53 | -16.13 | 18.68 | 13.43 | 22.19 | -4.89 | 21.46 | 7.99 | -2.64 |
| Sharpe Ratio | NA | 992.37 | 3.78 | 1.38 | NA | NA | NA | … | … | NA | 1.14 | -0.98 | 1.48 | 0.57 | 2.22 | -0.47 | 3.33 | 0.67 | -2.11 |
| Standard Deviation(%) | NA | 898.36 | 518.84 | 401.72 | NA | NA | NA | … | … | 2,642.60 | 11.71 | 17.91 | 12.58 | 23.23 | 9.36 | 13.18 | 6.29 | 11.65 | 13.10 |
| Draw Down(%) | NA | 10.52 | 24.16 | 26.56 | NA | NA | NA | … | … | 1.76 | 10.52 | 23.93 | 5.63 | 26.56 | 5.34 | 14.88 | 2.19 | 9.30 | 4.10 |
| Yield(%) | 55.37 | 63.34 | 22.86 | 18.99 | 12.39 | 8.26 | 6.19 | … | … | 103.52 | 2.35 | 1.14 | 13.01 | 1.96 | 2.53 | 18.98 | 5.85 | 3.93 | 0.66 |
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 |
|---|---|---|---|---|
| WTSZX (Wells Fargo Advantage Dyn Trgt 2060 R6) |
3.20%
Mar 2017 – Mar 2020 |
4.69%
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 |
|---|---|---|---|---|
| WTSZX (Wells Fargo Advantage Dyn Trgt 2060 R6) |
18.04%
Dec 2018 – Dec 2021 |
14.36%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart