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WFOBX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 14.03% |
| Expenses | 0.49% |
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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 07/02/2004 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -9.5 | 2.5 | 3.8 | 4.2 | 3.8 | 4.8 | -10.9 | 8.0 | 8.7 | 15.7 | -3.4 | 10.2 | 4.9 | -1.4 | 4.5 | 8.4 | 8.9 | 1.6 | 11.8 | 19.6 | -21.9 | 7.6 | 11.2 | 4.9 | 7.2 |
| Sharpe Ratio | NA | -1.2 | 0.21 | 0.19 | 0.32 | NA | 0.35 | -1.66 | 1.51 | 0.6 | 3.34 | -0.83 | 0.31 | 1.0 | -0.3 | 1.16 | 1.61 | 1.54 | 0.16 | 1.4 | 1.37 | -1.11 | 0.53 | 1.14 | 0.41 | 2.07 |
| Draw Down(%) | NA | 15.1 | 18.6 | 25.3 | 25.3 | NA | 34.9 | 14.8 | 2.7 | 18.6 | 1.7 | 7.6 | 19.5 | 4.0 | 5.6 | 3.3 | 4.4 | 4.7 | 8.7 | 6.6 | 15.4 | 32.3 | 5.8 | 6.0 | 4.1 | 3.7 |
| Standard Deviation(%) | NA | 8.4 | 9.9 | 16.1 | 11.8 | NA | 11.5 | 9.4 | 5.3 | 14.1 | 4.3 | 5.8 | 31.0 | 4.7 | 4.6 | 3.8 | 5.2 | 5.8 | 10.0 | 8.4 | 14.3 | 20.5 | 8.4 | 6.9 | 6.4 | 6.7 |
| Treynor Ratio | NA | -0.12 | 0.02 | 0.26 | 0.27 | NA | 0.12 | -0.19 | 0.1 | 0.1 | 10.59 | -0.41 | -0.39 | 0.09 | -0.03 | 0.08 | 0.13 | 0.13 | 0.02 | 0.18 | 0.27 | -0.32 | 0.06 | 0.1 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.02 | 0.0 | -0.01 | 0.05 | -0.02 | 0.07 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | NA | NA |
| Beta | NA | 0.83 | 0.84 | 0.11 | 0.14 | NA | 0.32 | 0.82 | 0.82 | 0.86 | 0.01 | 0.12 | -0.25 | 0.51 | 0.48 | 0.54 | 0.67 | 0.69 | 0.65 | 0.67 | 0.73 | 0.72 | 0.73 | 0.82 | NA | NA |
| RSquared | NA | 0.88 | 0.93 | 0.03 | 0.05 | NA | 0.24 | 0.87 | 0.89 | 0.95 | 0.03 | 0.2 | 0.0 | 0.76 | 0.77 | 0.81 | 0.84 | 0.95 | 0.97 | 0.95 | 0.95 | 0.98 | 0.96 | 0.4 | 0.0 | 0.0 |
| Yield(%) | N/A | 14.0 | 8.6 | 9.8 | 7.0 | 5.5 | N/A | 4.0 | 11.1 | 6.9 | 4.3 | 10.1 | 21.5 | 3.1 | 3.6 | 3.4 | 4.4 | 3.5 | 2.4 | 2.3 | 2.6 | 3.4 | 5.4 | 9.9 | 1.9 | 0.9 |
| Dividend Growth(%) | N/A | 118.6 | -32.6 | 211.1 | N/A | N/A | N/A | -65.3 | 62.3 | 81.0 | -63.3 | -58.4 | 617.4 | -18.6 | 5.8 | -19.4 | 29.9 | 47.4 | 10.6 | 6.4 | -43.2 | -34.6 | -46.1 | 448.1 | 115.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2004
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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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