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WFDTX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/05/2007 |
| Last Dividend Date: | 03/25/2015 |
| 12-Mo. Yield | 2.19% |
| Expenses | 0.91% |
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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 02/05/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 4.3 | 4.6 | 3.4 | -0.3 | 3.9 | 7.9 | 8.5 | 1.2 | 11.4 | 19.2 | -22.1 | 5.9 |
| Sharpe Ratio | NA | 0.01 | 0.92 | 0.71 | 0.29 | -0.09 | 1.02 | 1.5 | 1.44 | 0.12 | 1.34 | 1.35 | -1.12 | 0.42 |
| Draw Down(%) | NA | 5.8 | 5.8 | 8.8 | 35.1 | 5.8 | 3.4 | 4.4 | 4.7 | 8.8 | 6.6 | 15.4 | 32.4 | 5.8 |
| Standard Deviation(%) | NA | 4.5 | 4.7 | 6.4 | 10.5 | 4.7 | 3.8 | 5.3 | 5.9 | 10.0 | 8.4 | 14.2 | 20.4 | 8.7 |
| Treynor Ratio | NA | 0.0 | 0.08 | 0.07 | 0.04 | -0.01 | 0.07 | 0.12 | 0.12 | 0.02 | 0.17 | 0.26 | -0.32 | 0.05 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 |
| Beta | NA | 0.48 | 0.57 | 0.63 | 0.7 | 0.48 | 0.54 | 0.68 | 0.7 | 0.65 | 0.67 | 0.73 | 0.72 | 0.73 |
| RSquared | NA | 0.76 | 0.8 | 0.91 | 0.95 | 0.77 | 0.8 | 0.84 | 0.96 | 0.97 | 0.95 | 0.96 | 0.98 | 0.96 |
| Yield(%) | N/A | 2.2 | 3.0 | 2.7 | N/A | 0.2 | 2.9 | 3.8 | 3.1 | 2.0 | 2.0 | 2.3 | 3.2 | 5.1 |
| Dividend Growth(%) | N/A | -51.1 | 75.1 | N/A | N/A | -91.2 | -23.4 | 29.6 | 57.5 | 10.0 | -1.2 | -45.4 | -36.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/05/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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