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Wells Fargo Dynamic Target 2040 C (WTDCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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8.47
0.00
(0.00%)
At close: 09:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.62%
5-year average return
7.70%
Number of years up
6
Number of years down
2
Best 1-yr total return (23 Jan 2024)
20.17%
Worst 1-yr total return (23 Jan 2024)
N/A
Best 3-yr total return
20.17%
Worst 3-yr total return
2.66%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
WTDCX
Category
YTD
14.47%
10.80%
1-month
3.79%
1.06%
3-month
7.93%
6.14%
1-year
14.47%
33.59%
3-year
2.93%
12.99%
5-year
8.28%
12.87%
10-year
0.00%
9.72%
Last bull market
29.91%
19.05%
Last bear market
-11.54%
-17.54%
Annual total return (%) history
Year
WTDCX
Category
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 (%)
Year
Q1
Q2
Q3
Q4
2023
4.94%
4.33%
-3.13%
7.93%
2022
-8.51%
-11.54%
-5.66%
8.47%
2021
4.61%
6.09%
-1.36%
5.06%
2020
-15.19%
12.57%
5.83%
12.42%
2019
10.10%
2.85%
0.20%
5.90%
2018
-0.26%
1.12%
4.53%
-10.43%
2017
5.96%
3.66%
3.98%
4.69%
2016
-0.21%
0.83%
4.42%
1.31%
Rank in category (by total return)
YTD
91
1-month
100
3-month
98
1-year
91
3-year
91
5-year
95
Load adjusted returns
1-year
13.47%
3-year
2.93%
5-year
8.28%
10-year
N/A
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