Find A Portfolio/Ticker
Comparison Box
WFCTX: Wells Fargo Advantage DJ Target 2010 Inv (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/01/2007 |
Last Dividend Date: | 12/19/2014 |
12-Mo. Yield | 2.88% |
Expenses | 0.88% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/01/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.0 | 3.3 | -0.5 | 0.1 | -1.7 | 2.8 | 1.6 | 6.1 | 9.5 | -14.6 | 1.6 |
Sharpe Ratio | NA | -0.93 | -0.27 | 0.06 | -0.02 | -0.19 | 0.02 | -0.37 | 0.82 | 0.3 | 1.19 | 1.11 | -1.36 | -0.27 |
Draw Down(%) | NA | 5.2 | 6.1 | 6.1 | 24.8 | 3.5 | 4.4 | 4.0 | 2.3 | 4.4 | 3.3 | 9.5 | 22.0 | 3.7 |
Standard Deviation(%) | NA | 3.6 | 3.8 | 4.2 | 6.1 | 3.0 | 3.3 | 4.8 | 3.4 | 5.4 | 5.1 | 8.4 | 11.4 | 4.8 |
Treynor Ratio | NA | -0.08 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.03 | 0.05 | 0.03 | 0.13 | 0.17 | -0.3 | -0.03 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 |
Beta | NA | 0.44 | 0.52 | 0.51 | 0.51 | 0.47 | 0.37 | 0.66 | 0.52 | 0.49 | 0.48 | 0.54 | 0.51 | 0.41 |
RSquared | NA | 0.35 | 0.39 | 0.58 | 0.76 | 0.6 | 0.19 | 0.45 | 0.66 | 0.81 | 0.7 | 0.82 | 0.9 | 0.56 |
Yield(%) | N/A | 2.9 | 2.8 | 2.5 | N/A | 0.0 | 3.4 | 3.5 | 2.7 | 2.0 | 2.4 | 2.9 | 3.7 | 4.6 |
Dividend Growth(%) | N/A | -3.0 | 42.2 | N/A | N/A | -100.0 | -6.4 | 34.3 | 40.0 | -13.8 | -9.4 | -33.3 | -17.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (90%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (85%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)