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WFANX: WELLS FARGO DOW JONES 2010 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | BALANCE FUND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/01/2010 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 01/02/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | Since 09/01/2010 |
2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 6.1 | 6.1 | 6.1 | 6.1 | 4.2 | 3.8 |
| Sharpe Ratio | NA | 1.99 | 1.41 | 2.0 | 2.0 | 0.82 | 2.44 |
| Draw Down(%) | NA | 1.8 | 3.5 | 1.8 | 1.8 | 3.5 | 2.9 |
| Standard Deviation(%) | NA | 3.0 | 4.3 | 3.0 | 3.0 | 5.1 | 4.8 |
| Treynor Ratio | NA | 0.23 | 0.2 | 0.23 | 0.22 | 0.14 | 0.27 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 |
| Beta | NA | 0.26 | 0.31 | 0.26 | 0.27 | 0.31 | 0.44 |
| RSquared | NA | 0.42 | 0.56 | 0.42 | 0.44 | 0.65 | 0.46 |
| Yield(%) | N/A | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2010
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