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WFQFX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/06/2007 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 23.55% |
| Expenses | 0.85% |
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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 07/06/2007 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -10.9 | 5.5 | 5.9 | 7.9 | 5.7 | 5.5 | -14.0 | 17.0 | 10.3 | 22.3 | -7.1 | 19.8 | 10.0 | -2.6 | 5.7 | 23.3 | 15.1 | -4.1 | 17.3 | 33.3 | -35.8 | -3.1 |
| Sharpe Ratio | NA | -0.68 | 0.25 | 0.17 | 0.33 | NA | 0.22 | -1.07 | 1.46 | 0.34 | 2.32 | -0.72 | 0.34 | 0.76 | -0.2 | 0.59 | 2.29 | 1.23 | -0.18 | 1.0 | 1.27 | -1.01 | -0.51 |
| Draw Down(%) | NA | 20.3 | 32.7 | 47.4 | 47.4 | NA | 53.1 | 19.9 | 5.3 | 32.7 | 4.9 | 15.4 | 32.4 | 10.9 | 13.2 | 8.1 | 6.6 | 10.9 | 20.9 | 13.8 | 25.0 | 47.7 | 10.2 |
| Standard Deviation(%) | NA | 17.0 | 20.3 | 30.2 | 22.7 | NA | 23.2 | 18.6 | 11.7 | 29.0 | 9.0 | 11.8 | 56.1 | 12.9 | 12.9 | 9.7 | 10.1 | 12.3 | 22.4 | 17.2 | 26.3 | 36.1 | 17.4 |
| Treynor Ratio | NA | -0.16 | 0.07 | 0.07 | 0.1 | NA | 0.06 | -0.27 | 0.2 | 0.13 | 0.3 | -0.13 | 0.14 | 0.1 | -0.03 | 0.07 | 0.27 | 0.16 | -0.04 | 0.18 | 0.35 | -0.42 | -0.1 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.02 | -0.02 | 0.0 | -0.02 | 0.03 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | 0.01 | 0.03 | -0.02 | -0.01 |
| Beta | NA | 0.73 | 0.76 | 0.76 | 0.78 | NA | 0.85 | 0.72 | 0.84 | 0.77 | 0.69 | 0.66 | 1.33 | 0.94 | 0.8 | 0.82 | 0.85 | 0.93 | 0.95 | 0.93 | 0.94 | 0.86 | 0.85 |
| RSquared | NA | 0.87 | 0.86 | 0.27 | 0.33 | NA | 0.56 | 0.86 | 0.88 | 0.86 | 0.93 | 0.92 | 0.02 | 0.92 | 0.93 | 0.92 | 0.86 | 0.94 | 0.97 | 0.96 | 0.94 | 0.97 | 0.95 |
| Yield(%) | N/A | 23.6 | 13.2 | 14.4 | 11.8 | 8.1 | N/A | 6.9 | 20.0 | 7.0 | 5.6 | 18.3 | 39.2 | 3.9 | 4.1 | 4.1 | 6.4 | 4.3 | 4.0 | 5.3 | 1.9 | 1.2 | 0.5 |
| Dividend Growth(%) | N/A | 289.9 | -51.8 | 290.0 | N/A | N/A | N/A | -66.1 | 191.2 | 48.0 | -77.4 | -62.5 | 979.3 | -12.4 | 3.2 | -27.4 | 65.7 | -0.8 | -16.4 | 262.8 | 1.7 | 153.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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