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WFCTX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2010 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/01/2007 |
| Last Dividend Date: | 12/19/2014 |
| 12-Mo. Yield | 2.88% |
| Expenses | 0.88% |
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Performance Analytics (As of 10/29/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/01/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -0.5 | 1.8 | 2.8 | 3.3 | -0.5 | 3.5 | 1.8 | 5.6 | 3.7 | 8.7 | 12.5 | -11.0 | 6.4 |
| Sharpe Ratio | NA | -0.16 | 0.56 | 0.74 | 0.49 | -0.19 | 1.38 | 0.47 | 1.82 | 0.69 | 1.76 | 1.49 | -1.06 | 0.98 |
| Draw Down(%) | NA | 3.5 | 4.0 | 4.0 | 21.0 | 3.5 | 2.0 | 4.0 | 1.9 | 3.7 | 3.3 | 9.5 | 20.6 | 2.4 |
| Standard Deviation(%) | NA | 3.0 | 3.2 | 3.8 | 5.9 | 3.0 | 2.5 | 3.9 | 3.1 | 5.3 | 4.9 | 8.3 | 11.2 | 4.0 |
| Treynor Ratio | NA | -0.01 | 0.03 | 0.04 | 0.03 | -0.01 | 0.07 | 0.02 | 0.07 | 0.04 | 0.1 | 0.13 | -0.12 | 0.05 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.54 | 0.66 | 0.75 | 0.88 | 0.56 | 0.53 | 0.83 | 0.77 | 0.83 | 0.85 | 0.94 | 0.96 | 0.78 |
| RSquared | NA | 0.59 | 0.61 | 0.75 | 0.87 | 0.65 | 0.45 | 0.69 | 0.82 | 0.89 | 0.85 | 0.91 | 0.93 | 0.87 |
| Yield(%) | N/A | 2.9 | 2.8 | 2.5 | N/A | 0.0 | 3.4 | 3.5 | 2.7 | 2.0 | 2.4 | 2.9 | 3.8 | 4.7 |
| Dividend Growth(%) | N/A | -3.0 | 42.2 | N/A | N/A | -100.0 | -6.5 | 32.4 | 40.9 | -13.6 | -6.7 | -35.2 | -18.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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