Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDTYX (Wells Fargo Advantage Dyn Trgt 2015 R4) | NA | 464,178.92% | 1,535.13% | 458.70% | 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 |
|---|---|---|
| WDTYX (Wells Fargo Advantage Dyn Trgt 2015 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 (%) | 440,644.48 | 464,178.92 | 1,535.13 | 458.70 | NA | NA | NA | … | … | 447,242.45 | 8.13 | -15.37 | 10.10 | 9.52 | 16.77 | -2.96 | 13.60 | 5.73 | -1.35 |
| Sharpe Ratio | NA | 555.54 | 3.16 | 1.22 | NA | NA | NA | … | … | NA | 0.54 | -1.57 | 1.55 | 0.73 | 3.19 | -0.57 | 3.50 | 0.73 | -1.90 |
| Standard Deviation(%) | NA | 840.61 | 485.40 | 375.73 | NA | NA | NA | … | … | 2,472.87 | 7.28 | 10.69 | 6.49 | 12.74 | 4.82 | 7.57 | 3.73 | 7.55 | 8.34 |
| Draw Down(%) | NA | 7.45 | 20.25 | 20.25 | NA | NA | NA | … | … | 0.80 | 7.45 | 19.95 | 2.96 | 16.33 | 2.00 | 8.68 | 1.18 | 6.24 | 2.21 |
| Yield(%) | 0.66 | 3.85 | 4.37 | 4.33 | 4.26 | 2.84 | 2.13 | … | … | 101.95 | 3.30 | 0.25 | 9.92 | 3.40 | 2.66 | 12.41 | 4.27 | 2.56 | 0.46 |
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 |
|---|---|---|---|---|
| WDTYX (Wells Fargo Advantage Dyn Trgt 2015 R4) |
0.01%
Sep 2019 – Sep 2022 |
2.50%
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 |
|---|---|---|---|---|
| WDTYX (Wells Fargo Advantage Dyn Trgt 2015 R4) |
12.08%
Dec 2018 – Dec 2021 |
9.32%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart