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WFQUX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2055 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/05/2011 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 22.57% |
| 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 | Since 07/05/2011 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.7 | 8.3 | 6.8 | 8.3 | 7.6 | -7.3 | -3.2 | 10.4 | 22.4 | -7.2 | 15.8 | 9.4 | -2.6 | 5.7 | 23.1 | 15.2 | -9.4 |
| Sharpe Ratio | NA | -0.23 | 0.38 | 0.29 | 0.47 | 0.42 | -0.52 | -0.15 | 0.35 | 2.34 | -0.72 | 0.57 | 0.71 | -0.2 | 0.58 | 2.29 | 1.23 | -0.64 |
| Draw Down(%) | NA | 20.2 | 33.0 | 36.6 | 36.6 | 36.6 | 19.9 | 19.8 | 33.0 | 4.9 | 15.6 | 18.2 | 10.9 | 13.3 | 8.1 | 6.5 | 10.9 | 19.6 |
| Standard Deviation(%) | NA | 18.8 | 20.9 | 21.1 | 16.7 | 17.2 | 20.8 | 21.1 | 29.2 | 9.0 | 11.8 | 26.9 | 12.8 | 12.9 | 9.8 | 10.1 | 12.4 | 28.2 |
| Treynor Ratio | NA | -0.06 | 0.1 | 0.08 | 0.1 | 0.09 | -0.15 | -0.04 | 0.12 | 0.3 | -0.13 | 0.14 | 0.1 | -0.03 | 0.07 | 0.27 | 0.16 | -0.2 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.05 | -0.1 | -0.02 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.04 |
| Beta | NA | 0.73 | 0.79 | 0.77 | 0.79 | 0.81 | 0.73 | 0.87 | 0.82 | 0.69 | 0.67 | 1.06 | 0.94 | 0.8 | 0.82 | 0.85 | 0.94 | 0.91 |
| RSquared | NA | 0.71 | 0.87 | 0.62 | 0.68 | 0.72 | 0.68 | 0.33 | 0.95 | 0.93 | 0.92 | 0.07 | 0.92 | 0.93 | 0.92 | 0.86 | 0.94 | 0.98 |
| Yield(%) | N/A | 22.6 | 11.1 | 11.2 | 9.4 | N/A | 5.9 | 19.9 | 2.4 | 2.7 | 11.0 | 22.4 | 1.9 | 1.6 | 2.7 | 3.1 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | 1062.3 | -10.1 | 545.5 | N/A | N/A | -71.2 | 802.5 | 4.6 | -79.8 | -52.5 | 1185.7 | 12.1 | -38.7 | 0.9 | 108.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2011
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