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STWRX: WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/30/1994 |
Last Dividend Date: | 08/24/2022 |
12-Mo. Yield | 9.75% |
Expenses | 0.60% |
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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 | -7.9 | 1.8 | 2.3 | 2.0 | 2.9 | 3.6 | 4.2 | -8.7 | -3.2 | 7.6 | 12.9 | -2.9 | 3.1 | 2.2 | -1.3 | 3.2 | 0.4 | 4.6 | 4.2 | 7.5 | 9.0 | -3.7 | 5.6 | 5.1 | 2.3 | 5.1 | 11.4 | -4.0 | 3.3 | 4.4 | 4.5 | 10.2 | 10.4 | 5.7 | 15.7 | -0.5 |
Sharpe Ratio | NA | -1.13 | 0.18 | 0.13 | 0.17 | NA | NA | 0.39 | -1.51 | -0.39 | 0.71 | 3.62 | -1.11 | 0.1 | 0.72 | -0.51 | 1.2 | 0.1 | 1.76 | 1.07 | 1.9 | 1.52 | -0.77 | 1.17 | 0.49 | 0.03 | 0.91 | 1.91 | -0.62 | 0.22 | 0.07 | 0.3 | 0.62 | 1.74 | 0.5 | 3.39 | -0.79 |
Draw Down(%) | NA | 14.6 | 14.9 | 20.5 | 20.5 | NA | NA | 20.5 | 14.4 | 8.3 | 14.9 | 0.9 | 5.2 | 16.5 | 3.6 | 3.0 | 2.0 | 3.9 | 1.3 | 2.7 | 3.5 | 6.9 | 11.9 | 1.3 | 3.2 | 2.6 | 4.5 | 4.8 | 9.7 | 3.1 | 2.4 | 2.7 | 7.1 | 2.7 | 3.1 | 2.0 | 2.7 |
Standard Deviation(%) | NA | 7.5 | 7.7 | 12.4 | 9.0 | NA | NA | 6.8 | 8.4 | 8.3 | 10.4 | 3.2 | 3.8 | 23.9 | 2.8 | 2.6 | 2.6 | 3.7 | 2.6 | 3.9 | 3.9 | 5.9 | 6.0 | 2.2 | 3.8 | 3.8 | 4.6 | 5.6 | 8.3 | 4.6 | 4.5 | 4.2 | 11.0 | 3.9 | 4.4 | 3.5 | 4.9 |
Treynor Ratio | NA | -0.2 | 0.02 | 0.02 | 0.02 | NA | NA | 0.04 | -0.14 | -0.03 | 0.07 | 0.15 | -0.07 | -0.01 | 0.04 | -0.03 | 0.08 | 0.01 | 0.09 | 0.08 | 0.14 | 0.15 | -0.1 | 0.08 | 0.03 | 0.0 | 0.05 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.02 | -0.04 | -0.01 | 0.02 | 0.0 | 0.06 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.43 | 0.74 | 0.76 | 0.71 | NA | NA | 0.64 | 0.91 | 1.09 | 1.06 | 0.76 | 0.58 | -2.13 | 0.46 | 0.39 | 0.38 | 0.52 | 0.51 | 0.54 | 0.53 | 0.59 | 0.46 | 0.34 | 0.64 | 0.66 | 0.82 | 0.66 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.36 | 0.65 | 0.19 | 0.2 | NA | NA | 0.2 | 0.75 | 0.31 | 0.96 | 0.7 | 0.56 | 0.06 | 0.53 | 0.51 | 0.23 | 0.37 | 0.59 | 0.69 | 0.55 | 0.7 | 0.78 | 0.6 | 0.56 | 0.51 | 0.63 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 9.7 | 6.2 | 7.8 | 4.9 | 4.5 | 4.7 | N/A | 2.4 | 8.4 | 5.4 | 3.4 | 6.2 | 18.2 | 1.9 | 2.0 | 2.3 | 2.5 | 2.4 | 2.6 | 2.4 | 2.5 | 3.5 | 4.7 | 6.8 | 3.3 | 1.9 | 1.7 | 3.9 | 3.4 | 9.1 | 6.5 | 9.4 | 10.6 | 5.6 | 4.3 | 2.6 |
Dividend Growth(%) | N/A | 92.5 | -38.7 | 260.6 | 68.3 | N/A | N/A | N/A | -71.8 | 59.2 | 75.0 | -50.9 | -69.8 | 845.0 | -4.8 | -12.5 | -11.1 | 3.8 | -3.7 | 12.5 | 4.3 | -34.3 | -25.5 | -32.9 | 105.9 | 78.9 | 18.8 | -57.9 | 11.8 | -63.8 | 36.2 | -31.0 | -10.7 | 89.8 | 43.9 | 57.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/1994
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