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WFLOX: WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/20/1999 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 9.56% |
| Expenses | 0.60% |
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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 | 15 Yr | 20 Yr | Since 12/20/1999 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -7.8 | 1.9 | 2.5 | 2.1 | 3.0 | 3.8 | 2.9 | -8.6 | 5.3 | 7.7 | 13.0 | -2.7 | 3.2 | 2.4 | -1.1 | 3.3 | 0.5 | 4.8 | 4.4 | 7.7 | 9.3 | -3.4 | 5.9 | 5.4 | 2.7 | 5.3 | 11.9 | -5.0 | 0.5 | -0.8 | -2.2 |
| Sharpe Ratio | NA | -1.13 | 0.2 | 0.14 | 0.19 | NA | NA | 0.27 | -1.49 | 1.24 | 0.72 | 3.8 | -1.04 | 0.11 | 0.74 | -0.44 | 1.22 | 0.14 | 1.81 | 1.12 | 1.93 | 1.54 | -0.73 | 1.36 | 0.58 | 0.13 | 0.95 | 1.98 | -0.73 | -0.39 | -0.74 | -3.09 |
| Draw Down(%) | NA | 14.6 | 14.8 | 19.9 | 19.9 | NA | NA | 19.9 | 14.2 | 2.5 | 14.8 | 0.8 | 5.2 | 16.3 | 3.6 | 3.0 | 2.2 | 4.0 | 1.4 | 2.6 | 3.5 | 6.8 | 11.8 | 1.4 | 3.1 | 2.6 | 4.4 | 4.7 | 10.7 | 3.8 | 6.2 | 2.9 |
| Standard Deviation(%) | NA | 7.5 | 7.7 | 12.2 | 8.9 | NA | NA | 7.0 | 8.4 | 4.2 | 10.3 | 3.1 | 3.9 | 23.5 | 2.9 | 2.6 | 2.7 | 3.7 | 2.6 | 3.9 | 3.9 | 6.0 | 5.9 | 2.2 | 3.6 | 3.9 | 4.6 | 5.7 | 8.4 | 4.8 | 6.7 | 17.3 |
| Treynor Ratio | NA | -0.19 | 0.02 | 0.02 | 0.02 | NA | NA | 0.03 | -0.14 | 0.24 | 0.07 | 0.14 | -0.05 | 0.02 | 0.04 | -0.02 | 0.08 | 0.01 | 0.08 | 0.08 | 0.13 | 0.16 | -0.09 | 0.07 | 0.03 | 0.01 | 0.05 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.02 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.04 | NA | NA | NA | NA |
| Beta | NA | 0.43 | 0.73 | 0.76 | 0.71 | NA | NA | 0.63 | 0.91 | 0.22 | 1.04 | 0.86 | 0.84 | 1.27 | 0.54 | 0.48 | 0.42 | 0.66 | 0.57 | 0.57 | 0.57 | 0.59 | 0.47 | 0.4 | 0.78 | 0.92 | 0.91 | 0.82 | NA | NA | NA | NA |
| RSquared | NA | 0.36 | 0.65 | 0.19 | 0.2 | NA | NA | 0.24 | 0.76 | 0.19 | 0.95 | 0.82 | 0.85 | 0.01 | 0.61 | 0.61 | 0.25 | 0.47 | 0.64 | 0.75 | 0.59 | 0.69 | 0.82 | 0.76 | 0.71 | 0.68 | 0.66 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 9.6 | 6.1 | 7.7 | 4.9 | 4.6 | 4.9 | N/A | 2.5 | 8.3 | 5.4 | 3.3 | 6.2 | 17.9 | 2.0 | 2.1 | 2.3 | 2.6 | 2.5 | 2.7 | 2.1 | 3.1 | 3.7 | 4.9 | 7.0 | 3.7 | 2.2 | 2.0 | 2.8 | 0.8 | 3.2 | 0.4 |
| Dividend Growth(%) | N/A | 91.1 | -38.4 | 242.1 | 58.8 | N/A | N/A | N/A | -70.8 | 56.2 | 76.2 | -50.5 | -69.6 | 808.6 | -7.9 | -10.3 | -12.2 | 4.7 | -4.2 | 32.3 | -27.4 | -20.9 | -24.2 | -31.3 | 89.6 | 70.2 | 20.3 | -34.2 | 264.1 | -76.3 | 585.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/1999
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