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Wells Fargo Dynamic Target 2040 C (WTDCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.470.00 (0.00%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.62%
5-year average return7.70%
Number of years up6
Number of years down2
Best 1-yr total return (23 Jan 2024)20.17%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return20.17%
Worst 3-yr total return2.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWTDCXCategory
YTD14.47%10.80%
1-month3.79%1.06%
3-month7.93%6.14%
1-year14.47%33.59%
3-year2.93%12.99%
5-year8.28%12.87%
10-year0.00%9.72%
Last bull market29.91%19.05%
Last bear market-11.54%-17.54%

Annual total return (%) history

Year
WTDCXCategory
2023
14.47%N/A
2022
-17.18%N/A
2021
15.02%N/A
2020
13.59%14.56%
2019
20.17%23.19%
2018
-5.57%-7.74%
2017
19.56%19.52%
2016
6.44%7.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.94%4.33%-3.13%7.93%
2022-8.51%-11.54%-5.66%8.47%
20214.61%6.09%-1.36%5.06%
2020-15.19%12.57%5.83%12.42%
201910.10%2.85%0.20%5.90%
2018-0.26%1.12%4.53%-10.43%
20175.96%3.66%3.98%4.69%
2016-0.21%0.83%4.42%1.31%

Rank in category (by total return)

YTD91
1-month100
3-month98
1-year91
3-year91
5-year95

Load adjusted returns

1-year13.47%
3-year2.93%
5-year8.28%
10-yearN/A