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STNRX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2010 FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/30/1994 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 9.53% |
| Expenses | 1.35% |
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Performance Analytics (As of 09/22/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/1994 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -7.9 | 1.9 | 2.5 | 2.3 | 2.8 | 4.1 | 4.8 | -8.7 | 5.2 | 7.7 | 13.3 | -3.1 | 3.6 | 2.6 | -1.5 | 3.4 | 1.9 | 5.5 | 3.5 | 8.6 | 12.3 | -11.2 | 6.6 | 7.0 | 2.9 | 6.6 | 16.3 | -9.2 | -1.0 | 0.4 | 9.1 | 15.7 | 16.3 | 10.4 | 22.0 | -0.5 |
| Sharpe Ratio | NA | -1.15 | 0.19 | 0.14 | 0.2 | NA | NA | 0.41 | -1.52 | 1.26 | 0.71 | 3.61 | -1.05 | 0.13 | 0.78 | -0.52 | 1.21 | 0.48 | 1.78 | 0.66 | 1.73 | 1.48 | -1.09 | 0.89 | 0.74 | 0.14 | 0.99 | 1.96 | -0.78 | -0.43 | -0.44 | 0.75 | 1.37 | 1.74 | 1.05 | 3.71 | -0.67 |
| Draw Down(%) | NA | 14.7 | 15.0 | 20.0 | 20.0 | NA | NA | 21.3 | 14.3 | 2.5 | 15.0 | 0.9 | 5.8 | 16.1 | 3.9 | 3.4 | 2.2 | 4.0 | 1.9 | 3.7 | 3.3 | 9.6 | 20.8 | 2.4 | 4.4 | 3.0 | 4.9 | 6.4 | 17.5 | 10.7 | 4.9 | 4.6 | 8.9 | 4.4 | 3.6 | 2.4 | 3.7 |
| Standard Deviation(%) | NA | 7.4 | 7.8 | 12.2 | 8.9 | NA | NA | 8.0 | 8.4 | 4.1 | 10.5 | 3.3 | 4.2 | 23.3 | 3.1 | 2.9 | 2.8 | 3.9 | 3.1 | 5.3 | 4.9 | 8.2 | 11.2 | 3.9 | 4.9 | 4.8 | 5.7 | 8.0 | 13.3 | 8.2 | 8.8 | 7.6 | 8.9 | 7.2 | 6.3 | 4.9 | 6.0 |
| Treynor Ratio | NA | -0.17 | 0.02 | 0.02 | 0.02 | NA | NA | 0.04 | -0.14 | 0.19 | 0.07 | 0.13 | -0.05 | 0.02 | 0.04 | -0.03 | 0.06 | 0.02 | 0.07 | 0.04 | 0.1 | 0.13 | -0.13 | 0.04 | 0.03 | 0.01 | 0.05 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.03 | 0.01 | -0.02 | 0.0 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.51 | 0.77 | 0.8 | 0.77 | NA | NA | 0.85 | 0.91 | 0.27 | 1.0 | 0.94 | 0.94 | 1.36 | 0.59 | 0.55 | 0.53 | 0.83 | 0.77 | 0.83 | 0.86 | 0.94 | 0.95 | 0.77 | 1.08 | 1.08 | 1.04 | 0.88 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.43 | 0.66 | 0.2 | 0.23 | NA | NA | 0.26 | 0.77 | 0.24 | 0.86 | 0.86 | 0.9 | 0.02 | 0.66 | 0.66 | 0.36 | 0.69 | 0.83 | 0.9 | 0.85 | 0.91 | 0.93 | 0.87 | 0.76 | 0.59 | 0.56 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 9.5 | 6.3 | 8.0 | 5.4 | 4.6 | 5.4 | N/A | 2.4 | 8.2 | 6.0 | 3.5 | 8.1 | 17.2 | 2.5 | 4.9 | 3.4 | 3.5 | 2.7 | 1.9 | 2.3 | 2.6 | 3.5 | 4.4 | 8.1 | 1.9 | 1.5 | 2.2 | 2.2 | 3.2 | 6.5 | 10.3 | 9.1 | 10.3 | 4.4 | 3.5 | 2.8 |
| Dividend Growth(%) | N/A | 68.6 | -39.7 | 143.1 | 93.4 | N/A | N/A | N/A | -71.2 | 37.4 | 88.3 | -61.4 | -57.9 | 594.4 | -52.5 | 42.7 | -5.1 | 37.3 | 42.9 | -13.7 | -3.8 | -36.1 | -18.1 | -46.8 | 341.7 | 34.3 | -23.9 | -12.2 | -33.5 | -54.0 | -38.2 | 20.6 | -6.1 | 146.1 | 49.2 | 20.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1994
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