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WFQPX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2045 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/03/2007 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 23.00% |
| Expenses | 0.60% |
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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 07/03/2007 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -10.7 | 5.3 | 5.8 | 7.8 | 5.7 | 5.5 | -13.7 | 16.0 | 10.3 | 21.9 | -6.7 | 19.4 | 9.7 | -2.5 | 5.6 | 23.1 | 15.0 | -4.1 | 17.6 | 33.2 | -35.5 | -2.6 |
| Sharpe Ratio | NA | -0.71 | 0.25 | 0.17 | 0.34 | NA | 0.22 | -1.1 | 1.45 | 0.36 | 2.37 | -0.71 | 0.35 | 0.76 | -0.2 | 0.58 | 2.27 | 1.23 | -0.18 | 1.02 | 1.26 | -1.0 | -0.46 |
| Draw Down(%) | NA | 19.9 | 31.7 | 45.4 | 45.4 | NA | 53.0 | 19.4 | 5.1 | 31.7 | 4.7 | 15.3 | 31.0 | 10.6 | 13.0 | 8.0 | 6.5 | 10.8 | 20.9 | 13.4 | 25.2 | 47.5 | 10.1 |
| Standard Deviation(%) | NA | 16.1 | 19.4 | 28.7 | 21.6 | NA | 22.6 | 17.6 | 11.0 | 27.8 | 8.6 | 11.5 | 53.1 | 12.4 | 12.6 | 9.6 | 10.2 | 12.3 | 22.3 | 17.1 | 26.3 | 36.5 | 17.3 |
| Treynor Ratio | NA | -0.19 | 0.06 | 0.06 | 0.09 | NA | 0.05 | -0.22 | 0.35 | 0.11 | 0.42 | -0.11 | 0.13 | 0.1 | -0.03 | 0.06 | 0.24 | 0.15 | -0.04 | 0.17 | 0.32 | -0.37 | -0.08 |
| Alpha | NA | 0.03 | 0.02 | 0.02 | 0.01 | NA | 0.01 | 0.03 | 0.05 | -0.02 | 0.03 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | -0.01 |
| Beta | NA | 0.61 | 0.84 | 0.8 | 0.84 | NA | 0.93 | 0.88 | 0.46 | 0.95 | 0.49 | 0.74 | 1.4 | 0.96 | 0.95 | 0.97 | 0.95 | 1.0 | 1.02 | 1.01 | 1.04 | 0.99 | 0.97 |
| RSquared | NA | 0.63 | 0.86 | 0.26 | 0.34 | NA | 0.58 | 0.9 | 0.44 | 0.97 | 0.62 | 0.87 | 0.02 | 0.97 | 0.98 | 0.97 | 0.9 | 0.98 | 0.99 | 0.99 | 0.97 | 0.98 | 0.98 |
| Yield(%) | N/A | 23.0 | 13.0 | 13.7 | 11.3 | 7.9 | N/A | 5.2 | 21.0 | 8.3 | 4.0 | 13.1 | 37.3 | 3.7 | 4.1 | 4.1 | 6.3 | 3.3 | 1.8 | 4.0 | 1.8 | 1.2 | 1.0 |
| Dividend Growth(%) | N/A | 213.3 | -42.3 | 289.6 | N/A | N/A | N/A | -76.3 | 153.2 | 148.2 | -75.8 | -71.2 | 990.0 | -17.0 | 1.7 | -26.3 | 112.5 | 78.8 | -50.3 | 201.8 | -5.2 | 10.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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