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WFKNX: WELLS FARGO DOW JONES 2030 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(%) | 0.6 | 12.6 | 10.1 | 12.6 | 12.6 | -1.2 | 12.6 |
| Sharpe Ratio | NA | 1.18 | 0.74 | 1.18 | 1.18 | -0.08 | 4.77 |
| Draw Down(%) | NA | 4.8 | 15.5 | 4.8 | 4.8 | 15.5 | 3.2 |
| Standard Deviation(%) | NA | 10.7 | 13.7 | 10.7 | 10.7 | 16.2 | 8.9 |
| Treynor Ratio | NA | 0.13 | 0.09 | 0.14 | 0.13 | -0.01 | 0.38 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.01 |
| Beta | NA | 0.93 | 1.08 | 0.93 | 0.96 | 1.12 | 1.13 |
| RSquared | NA | 0.85 | 0.88 | 0.85 | 0.89 | 0.89 | 0.88 |
| 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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