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STPBX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/27/1997 |
| Last Dividend Date: | 09/26/2016 |
| 12-Mo. Yield | 0.29% |
| Expenses | 1.76% |
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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 | 0.2 | 2.6 | 3.3 | 3.4 | 0.0 | 3.7 | -2.6 | 3.2 | 7.0 | 7.6 | 0.4 | 10.4 | 18.2 | -22.9 | 6.1 | 9.9 | 3.5 | 7.4 | 18.9 | -14.5 | -7.0 | -4.5 | 13.3 | 9.7 | 10.0 |
| Sharpe Ratio | NA | 1.36 | 0.32 | 0.66 | 0.21 | NA | 0.18 | 0.0 | 0.77 | -0.57 | 0.82 | 1.33 | 1.28 | 0.04 | 1.22 | 1.28 | -1.16 | 0.37 | 0.94 | 0.21 | 0.87 | 1.76 | -0.92 | -0.71 | -0.61 | 0.92 | 0.41 | 0.7 |
| Draw Down(%) | NA | 4.2 | 7.7 | 7.7 | 36.0 | NA | 36.0 | 0.0 | 4.2 | 6.0 | 3.4 | 4.5 | 4.8 | 9.0 | 6.8 | 15.6 | 32.7 | 5.9 | 6.1 | 4.3 | 6.3 | 9.5 | 23.4 | 19.6 | 10.0 | 6.9 | 13.6 | 10.1 |
| Standard Deviation(%) | NA | 4.3 | 4.3 | 4.9 | 9.9 | NA | 11.0 | NA | 4.6 | 4.6 | 3.9 | 5.2 | 5.9 | 10.0 | 8.4 | 14.1 | 20.5 | 8.5 | 7.0 | 6.5 | 7.4 | 10.3 | 17.0 | 13.2 | 13.9 | 10.9 | 15.6 | 13.8 |
| Treynor Ratio | NA | 0.12 | 0.03 | 0.06 | 0.03 | NA | 0.03 | NA | 0.07 | -0.05 | 0.06 | 0.1 | 0.11 | 0.01 | 0.15 | 0.25 | -0.33 | 0.04 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.49 | 0.5 | 0.57 | 0.69 | NA | 0.69 | 0.0 | 0.49 | 0.49 | 0.55 | 0.67 | 0.7 | 0.65 | 0.67 | 0.72 | 0.72 | 0.74 | 0.82 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.71 | 0.77 | 0.82 | 0.94 | NA | 0.39 | 0.0 | 0.74 | 0.78 | 0.82 | 0.83 | 0.95 | 0.97 | 0.95 | 0.95 | 0.98 | 0.96 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 1.6 | 2.0 | 1.9 | 2.3 | N/A | 0.0 | 0.3 | 2.5 | 2.0 | 2.7 | 2.1 | 0.8 | 0.9 | 1.5 | 2.3 | 4.1 | 8.8 | 0.6 | 0.4 | 0.6 | 0.6 | 1.4 | 6.1 | 10.8 | 1.1 | 0.9 |
| Dividend Growth(%) | N/A | -89.4 | -10.4 | 8.2 | N/A | N/A | N/A | -100.0 | -89.4 | 30.7 | -25.6 | 35.4 | 154.9 | 0.9 | -30.4 | -50.6 | -42.8 | -53.8 | 1388.0 | 69.4 | -23.4 | -12.3 | -61.8 | -79.1 | -43.2 | 939.4 | 30.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/1997
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See Target Date 2016-2020 Asset Class Trend Rankings |
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