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WFFFX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/05/2007 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 12.10% |
| Expenses | 0.60% |
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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 | Since 07/05/2007 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -7.4 | 2.5 | 2.3 | 2.7 | 2.9 | 3.0 | -8.6 | -4.2 | 8.0 | 14.2 | -3.2 | 1.5 | 3.8 | -1.6 | 3.8 | 4.6 | 6.9 | 2.7 | 10.0 | 15.8 | -16.5 | 2.3 |
| Sharpe Ratio | NA | -0.99 | 0.24 | 0.09 | 0.18 | NA | 0.21 | -1.38 | -0.39 | 0.64 | 3.5 | -0.92 | 0.02 | 0.92 | -0.44 | 1.3 | 1.03 | 1.6 | 0.36 | 1.54 | 1.45 | -1.12 | 0.28 |
| Draw Down(%) | NA | 15.0 | 16.6 | 28.9 | 28.9 | NA | 28.9 | 14.7 | 10.3 | 16.6 | 1.2 | 6.6 | 24.3 | 4.6 | 4.4 | 2.4 | 4.2 | 3.1 | 5.9 | 4.8 | 12.3 | 26.6 | 4.1 |
| Standard Deviation(%) | NA | 8.1 | 8.8 | 17.5 | 12.6 | NA | 11.7 | 9.1 | 10.6 | 12.1 | 3.6 | 4.9 | 35.6 | 3.9 | 3.8 | 2.9 | 4.4 | 4.3 | 7.3 | 6.4 | 10.8 | 15.6 | 7.2 |
| Treynor Ratio | NA | -0.45 | 0.04 | 0.03 | 0.04 | NA | 0.04 | -0.11 | -0.04 | 0.07 | 0.36 | -0.14 | 0.0 | 0.11 | -0.07 | 0.12 | 0.09 | 0.14 | 0.05 | 0.19 | 0.26 | -0.29 | 0.04 |
| Alpha | NA | -0.03 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.03 | -0.04 | -0.01 | 0.04 | 0.0 | 0.1 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.0 | 0.02 |
| Beta | NA | 0.18 | 0.51 | 0.55 | 0.53 | NA | 0.58 | 1.11 | 1.12 | 1.04 | 0.35 | 0.32 | -3.38 | 0.33 | 0.23 | 0.31 | 0.51 | 0.5 | 0.52 | 0.53 | 0.6 | 0.6 | 0.52 |
| RSquared | NA | 0.11 | 0.42 | 0.09 | 0.11 | NA | 0.31 | 0.71 | 0.23 | 0.96 | 0.34 | 0.33 | 0.33 | 0.42 | 0.32 | 0.41 | 0.57 | 0.78 | 0.88 | 0.83 | 0.9 | 0.93 | 0.85 |
| Yield(%) | N/A | 12.1 | 8.5 | 10.8 | 6.9 | 5.5 | N/A | 2.8 | 10.7 | 8.6 | 5.5 | 12.9 | 26.4 | 2.8 | 2.6 | 2.6 | 3.0 | 2.7 | 2.8 | 2.7 | 1.8 | 5.9 | 0.5 |
| Dividend Growth(%) | N/A | 47.4 | -51.9 | 332.9 | N/A | N/A | N/A | -75.0 | 22.7 | 70.0 | -64.2 | -60.2 | 848.4 | 3.7 | -0.0 | -10.3 | 14.8 | -5.4 | 12.1 | 69.9 | -75.8 | 1132.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2007
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See Target Date 2011-2015 Asset Class Trend Rankings |
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