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WFLPX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2020 FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/20/1999 |
Last Dividend Date: | 08/24/2022 |
12-Mo. Yield | 13.17% |
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 11/17/2000 |
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 | -6.3 | 3.5 | 3.4 | 3.9 | 3.5 | 5.3 | 3.6 | -7.7 | -3.2 | 8.4 | 15.2 | -3.7 | 5.5 | 4.6 | -1.7 | 4.1 | 8.1 | 8.5 | 1.3 | 11.5 | 19.2 | -22.0 | 7.3 | 10.9 | 4.7 | 8.6 | 20.0 | -13.8 | -6.3 | -3.8 | -6.2 |
Sharpe Ratio | NA | -0.74 | 0.31 | 0.17 | 0.31 | NA | NA | 0.17 | -1.08 | -0.3 | 0.58 | 3.33 | -0.86 | 0.17 | 0.93 | -0.38 | 1.07 | 1.52 | 1.45 | 0.13 | 1.35 | 1.35 | -1.12 | 0.52 | 1.09 | 0.39 | 1.03 | 1.87 | -0.87 | -0.66 | -0.56 | -1.81 |
Draw Down(%) | NA | 15.4 | 18.6 | 25.9 | 25.9 | NA | NA | 35.1 | 15.1 | 11.5 | 18.6 | 1.6 | 8.0 | 19.6 | 4.1 | 5.6 | 3.3 | 4.4 | 4.7 | 8.7 | 6.6 | 15.4 | 32.3 | 5.8 | 6.1 | 4.2 | 5.9 | 9.3 | 23.0 | 19.2 | 9.9 | 8.2 |
Standard Deviation(%) | NA | 9.3 | 10.1 | 15.2 | 11.2 | NA | NA | 11.7 | 10.5 | 10.8 | 13.9 | 4.1 | 5.8 | 28.5 | 4.7 | 4.6 | 3.9 | 5.3 | 5.9 | 10.0 | 8.4 | 14.2 | 20.5 | 8.4 | 7.0 | 6.4 | 7.4 | 10.3 | 17.0 | 13.3 | 13.9 | 49.9 |
Treynor Ratio | NA | -0.44 | 0.11 | 0.28 | 0.28 | NA | NA | 0.07 | -0.14 | -0.04 | 0.23 | 9.75 | -0.41 | -1.61 | 0.09 | -0.04 | 0.08 | 0.12 | 0.12 | 0.02 | 0.17 | 0.26 | -0.32 | 0.06 | 0.09 | 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 | 0.0 | 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 |
Beta | NA | 0.16 | 0.28 | 0.09 | 0.12 | NA | NA | 0.28 | 0.81 | 0.89 | 0.35 | 0.01 | 0.12 | -0.03 | 0.51 | 0.49 | 0.54 | 0.68 | 0.69 | 0.65 | 0.67 | 0.73 | 0.72 | 0.73 | 0.83 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.13 | 0.29 | 0.03 | 0.05 | NA | NA | 0.16 | 0.68 | 0.28 | 0.4 | 0.03 | 0.21 | 0.0 | 0.76 | 0.78 | 0.79 | 0.84 | 0.96 | 0.97 | 0.95 | 0.96 | 0.98 | 0.96 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 13.2 | 8.1 | 9.5 | 6.6 | 5.2 | 6.7 | N/A | 3.3 | 10.9 | 6.6 | 3.9 | 9.6 | 21.5 | 2.8 | 3.2 | 3.1 | 4.0 | 3.2 | 2.1 | 2.0 | 2.4 | 3.3 | 5.1 | 9.6 | 1.6 | 1.6 | 1.5 | 1.3 | 2.2 | 6.5 | 0.1 |
Dividend Growth(%) | N/A | 114.9 | -35.8 | 230.8 | 133.8 | N/A | N/A | N/A | -70.3 | 66.3 | 88.6 | -64.8 | -60.6 | 692.5 | -16.7 | 4.3 | -20.7 | 31.8 | 51.7 | 11.5 | 0.0 | -45.8 | -34.2 | -46.7 | 522.7 | 10.0 | 17.6 | 0.0 | -43.3 | -69.7 | 4850.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/2000
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