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WFBTX: Wells Fargo Advantage DJ Target Tod Inv (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/02/2007 |
Last Dividend Date: | 12/19/2014 |
12-Mo. Yield | 1.72% |
Expenses | 0.86% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/02/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.0 | 3.5 | -0.5 | 0.9 | -2.0 | 2.1 | 1.7 | 5.1 | 6.4 | -7.0 | 0.3 |
Sharpe Ratio | NA | -0.8 | -0.29 | 0.04 | 0.07 | -0.21 | 0.36 | -0.51 | 0.71 | 0.39 | 1.21 | 1.04 | -1.28 | -0.8 |
Draw Down(%) | NA | 3.8 | 4.8 | 5.9 | 15.4 | 3.0 | 3.3 | 4.5 | 2.6 | 2.5 | 3.5 | 6.9 | 13.3 | 2.8 |
Standard Deviation(%) | NA | 2.8 | 3.2 | 3.5 | 4.3 | 2.7 | 2.5 | 4.0 | 2.9 | 4.3 | 4.2 | 6.1 | 6.2 | 3.3 |
Treynor Ratio | NA | -0.05 | -0.02 | 0.0 | 0.01 | -0.01 | 0.02 | -0.03 | 0.04 | 0.03 | 0.09 | 0.11 | -0.17 | -0.06 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.02 |
Beta | NA | 0.44 | 0.54 | 0.58 | 0.53 | 0.47 | 0.4 | 0.72 | 0.57 | 0.58 | 0.59 | 0.59 | 0.48 | 0.44 |
RSquared | NA | 0.42 | 0.41 | 0.52 | 0.6 | 0.56 | 0.25 | 0.48 | 0.5 | 0.67 | 0.56 | 0.66 | 0.76 | 0.4 |
Yield(%) | N/A | 1.7 | 1.9 | 2.1 | N/A | 0.0 | 2.1 | 2.3 | 2.5 | 2.6 | 2.4 | 2.7 | 3.8 | 4.8 |
Dividend Growth(%) | N/A | -10.7 | -10.2 | N/A | N/A | -100.0 | -11.5 | -3.7 | -3.6 | 16.7 | -7.7 | -33.3 | -20.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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