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SGPBX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2030 FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/27/1997 |
| Last Dividend Date: | 12/28/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.77% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/27/1997 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.4 | 3.9 | 4.0 | 4.1 | -0.0 | 5.7 | -2.6 | 3.7 | 14.5 | 10.9 | -2.6 | 13.6 | 26.4 | -32.2 | 6.5 | 11.9 | 4.4 | 9.1 | 22.6 | -17.4 | -10.7 | -6.4 | 16.0 | 13.1 | 14.3 |
| Sharpe Ratio | NA | 1.43 | 0.35 | 0.68 | 0.17 | NA | 0.18 | -13664.0 | 0.68 | -0.33 | 0.56 | 1.89 | 1.18 | -0.16 | 1.0 | 1.22 | -1.08 | 0.27 | 0.98 | 0.29 | 0.93 | 1.81 | -0.93 | -0.8 | -0.61 | 0.95 | 0.48 | 1.03 |
| Draw Down(%) | NA | 3.8 | 12.4 | 12.4 | 48.4 | NA | 48.4 | 0.0 | 6.4 | 9.4 | 5.7 | 5.6 | 8.3 | 16.1 | 10.9 | 21.8 | 43.0 | 8.9 | 7.7 | 5.3 | 7.4 | 10.7 | 27.3 | 25.2 | 12.9 | 8.6 | 17.3 | 9.6 |
| Standard Deviation(%) | NA | 7.5 | 7.5 | 7.9 | 15.4 | NA | 15.0 | 0.0 | 8.1 | 8.1 | 6.6 | 7.6 | 9.3 | 16.7 | 13.6 | 21.6 | 30.5 | 12.5 | 8.8 | 7.7 | 8.8 | 12.1 | 20.0 | 16.5 | 17.2 | 13.4 | 20.1 | 15.1 |
| Treynor Ratio | NA | 0.14 | 0.03 | 0.07 | 0.03 | NA | 0.03 | -6170.3 | 0.07 | -0.04 | 0.05 | 0.17 | 0.12 | -0.03 | 0.15 | 0.29 | -0.38 | 0.04 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.75 | 0.75 | 0.8 | 0.87 | NA | 0.87 | 0.0 | 0.75 | 0.74 | 0.79 | 0.83 | 0.88 | 0.87 | 0.88 | 0.91 | 0.88 | 0.89 | 0.96 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.9 | 0.94 | 0.94 | 0.97 | NA | 0.52 | 0.0 | 0.92 | 0.96 | 0.95 | 0.91 | 0.98 | 0.99 | 0.98 | 0.97 | 0.99 | 0.98 | 0.47 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.8 | 2.6 | 2.0 | 2.7 | N/A | 0.0 | 0.0 | 3.0 | 2.3 | 4.1 | 2.5 | 1.7 | 0.6 | 0.6 | 1.8 | 4.1 | 9.7 | 1.9 | 0.3 | 1.6 | 3.7 | 2.7 | 4.4 | 13.4 | 0.6 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | -27.7 | 44.1 | N/A | N/A | N/A | N/A | -100.0 | 36.7 | -40.1 | 76.2 | 43.9 | 196.3 | 27.0 | -76.1 | -56.1 | -57.4 | 421.0 | 561.0 | -76.4 | -65.1 | 21.2 | -45.8 | -67.0 | 2342.6 | 5.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/1997
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