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WFQEX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/05/2007 |
| Last Dividend Date: | 09/24/2015 |
| 12-Mo. Yield | 2.11% |
| Expenses | 0.90% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/05/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.0 | 3.0 | -1.2 | 1.3 | 1.5 | 4.2 | -0.2 | 7.1 | 13.9 | -21.8 | 1.8 |
| Sharpe Ratio | NA | -0.61 | 0.09 | 0.19 | 0.0 | -0.38 | 0.41 | 0.29 | 0.93 | -0.03 | 1.08 | 1.27 | -1.4 | 0.14 |
| Draw Down(%) | NA | 5.1 | 6.2 | 6.6 | 32.3 | 4.9 | 3.4 | 4.6 | 3.2 | 6.6 | 4.9 | 12.3 | 29.2 | 4.0 |
| Standard Deviation(%) | NA | 3.9 | 4.1 | 5.1 | 8.3 | 3.9 | 3.1 | 4.9 | 4.5 | 7.5 | 6.5 | 10.8 | 16.1 | 7.2 |
| Treynor Ratio | NA | -0.06 | 0.01 | 0.02 | 0.0 | -0.04 | 0.03 | 0.02 | 0.07 | 0.0 | 0.13 | 0.22 | -0.37 | 0.02 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.03 | 0.01 |
| Beta | NA | 0.4 | 0.49 | 0.54 | 0.59 | 0.42 | 0.38 | 0.63 | 0.59 | 0.55 | 0.56 | 0.61 | 0.62 | 0.57 |
| RSquared | NA | 0.49 | 0.54 | 0.74 | 0.86 | 0.56 | 0.44 | 0.62 | 0.84 | 0.89 | 0.84 | 0.91 | 0.9 | 0.93 |
| Yield(%) | N/A | 2.1 | 2.4 | 2.6 | N/A | 0.8 | 2.4 | 2.8 | 2.6 | 2.8 | 2.8 | 1.8 | 5.7 | 0.6 |
| Dividend Growth(%) | N/A | -22.6 | 6.6 | N/A | N/A | -68.3 | -11.7 | 9.7 | -5.5 | 5.8 | 81.0 | -75.9 | 950.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2011-2015 Asset Class Trend Rankings |
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