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STTRX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/30/1994 |
Last Dividend Date: | 08/24/2022 |
12-Mo. Yield | 13.41% |
Expenses | 0.49% |
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Performance Analytics (As of 09/22/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/07/1994 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -6.3 | 3.4 | 3.3 | 3.7 | 3.3 | 5.1 | 5.6 | -7.6 | -3.5 | 8.2 | 15.2 | -3.9 | 5.3 | 4.4 | -1.8 | 4.0 | 7.9 | 8.4 | 1.2 | 11.2 | 19.0 | -22.3 | 6.9 | 10.7 | 4.3 | 8.2 | 19.7 | -14.0 | -6.5 | -4.0 | 13.7 | 19.6 | 20.9 | 12.9 | 24.9 | 0.5 |
Sharpe Ratio | NA | -0.74 | 0.3 | 0.16 | 0.29 | NA | NA | 0.36 | -1.08 | -0.32 | 0.57 | 3.26 | -0.91 | 0.16 | 0.9 | -0.4 | 1.04 | 1.5 | 1.43 | 0.11 | 1.32 | 1.33 | -1.13 | 0.47 | 1.06 | 0.34 | 0.98 | 1.85 | -0.89 | -0.68 | -0.58 | 0.96 | 1.24 | 1.77 | 1.15 | 3.59 | -0.39 |
Draw Down(%) | NA | 15.5 | 18.6 | 26.4 | 26.4 | NA | NA | 35.4 | 15.1 | 11.7 | 18.6 | 1.7 | 8.0 | 19.9 | 4.1 | 5.7 | 3.3 | 4.4 | 4.7 | 8.8 | 6.6 | 15.5 | 32.4 | 5.8 | 6.1 | 4.2 | 6.0 | 9.4 | 23.1 | 19.3 | 10.0 | 6.8 | 13.5 | 5.7 | 5.0 | 3.3 | 4.4 |
Standard Deviation(%) | NA | 9.3 | 10.1 | 15.4 | 11.3 | NA | NA | 11.2 | 10.5 | 11.0 | 13.9 | 4.2 | 5.8 | 28.9 | 4.7 | 4.7 | 3.9 | 5.2 | 5.9 | 10.0 | 8.4 | 14.1 | 20.5 | 8.4 | 7.0 | 6.4 | 7.4 | 10.3 | 17.0 | 13.2 | 13.9 | 11.0 | 13.1 | 9.8 | 8.1 | 5.9 | 6.5 |
Treynor Ratio | NA | -0.45 | 0.11 | 0.27 | 0.28 | NA | NA | 0.14 | -0.14 | -0.04 | 0.23 | 9.53 | -0.44 | -0.96 | 0.08 | -0.04 | 0.07 | 0.12 | 0.12 | 0.02 | 0.17 | 0.26 | -0.32 | 0.05 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.03 | -0.04 | 0.01 | 0.05 | -0.02 | 0.04 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.16 | 0.28 | 0.09 | 0.12 | NA | NA | 0.28 | 0.81 | 0.85 | 0.35 | 0.01 | 0.12 | -0.05 | 0.51 | 0.49 | 0.54 | 0.67 | 0.69 | 0.65 | 0.67 | 0.73 | 0.72 | 0.73 | 0.82 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.13 | 0.29 | 0.03 | 0.05 | NA | NA | 0.14 | 0.68 | 0.24 | 0.39 | 0.03 | 0.2 | 0.0 | 0.76 | 0.78 | 0.79 | 0.84 | 0.96 | 0.97 | 0.95 | 0.96 | 0.98 | 0.96 | 0.39 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 13.4 | 8.2 | 9.6 | 6.6 | 5.1 | 6.5 | N/A | 3.4 | 11.0 | 6.7 | 3.9 | 9.8 | 21.8 | 2.7 | 3.1 | 2.9 | 3.9 | 3.1 | 1.9 | 1.8 | 2.1 | 3.0 | 4.9 | 9.5 | 1.4 | 1.2 | 1.3 | 1.1 | 1.9 | 6.5 | 11.3 | 10.8 | 10.4 | 5.7 | 2.9 | 2.3 |
Dividend Growth(%) | N/A | 115.5 | -36.3 | 243.7 | 151.8 | N/A | N/A | N/A | -70.5 | 66.5 | 91.6 | -65.6 | -60.7 | 727.7 | -17.8 | 7.4 | -22.4 | 33.7 | 61.4 | 11.6 | 2.7 | -47.1 | -37.6 | -49.0 | 605.8 | 24.2 | 11.7 | -0.7 | -45.5 | -74.5 | -41.6 | 13.3 | 15.8 | 93.9 | 142.0 | 20.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/1994
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