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WFGYX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/06/2007 |
| Last Dividend Date: | 09/24/2015 |
| 12-Mo. Yield | 2.92% |
| 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 07/06/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 0.5 | 5.9 | 5.7 | 3.1 | -0.2 | 4.3 | 11.6 | 10.2 | -0.2 | 13.0 | 23.5 | -26.7 | -1.1 |
| Sharpe Ratio | NA | 0.08 | 0.98 | 0.68 | 0.21 | -0.05 | 0.83 | 1.8 | 1.35 | -0.02 | 1.17 | 1.29 | -1.08 | -0.4 |
| Draw Down(%) | NA | 7.4 | 7.4 | 12.3 | 41.6 | 7.4 | 4.4 | 5.0 | 6.5 | 12.3 | 8.8 | 18.8 | 37.9 | 7.5 |
| Standard Deviation(%) | NA | 5.9 | 6.0 | 8.4 | 13.5 | 6.2 | 5.2 | 6.4 | 7.6 | 13.4 | 11.0 | 18.1 | 25.6 | 12.8 |
| Treynor Ratio | NA | 0.01 | 0.09 | 0.08 | 0.04 | 0.0 | 0.06 | 0.15 | 0.13 | 0.0 | 0.16 | 0.28 | -0.34 | -0.06 |
| 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 | -0.01 |
| Beta | NA | 0.6 | 0.68 | 0.75 | 0.8 | 0.6 | 0.67 | 0.75 | 0.8 | 0.77 | 0.79 | 0.84 | 0.81 | 0.82 |
| RSquared | NA | 0.9 | 0.88 | 0.95 | 0.97 | 0.9 | 0.91 | 0.86 | 0.97 | 0.98 | 0.97 | 0.96 | 0.98 | 0.97 |
| Yield(%) | N/A | 2.9 | 3.7 | 3.7 | N/A | 0.7 | 3.1 | 4.5 | 3.8 | 3.9 | 3.1 | 1.8 | 1.8 | 0.6 |
| Dividend Growth(%) | N/A | -30.8 | 38.3 | N/A | N/A | -76.9 | -27.5 | 28.4 | -7.7 | 40.1 | 103.8 | -26.3 | 184.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2007
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See Target Date 2021-2025 Asset Class Trend Rankings |
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