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WFLWX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2040 FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/20/1999 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 18.14% |
| Expenses | 0.49% |
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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 | -6.9 | 6.2 | 4.7 | 6.8 | 4.8 | 7.2 | 3.7 | -9.8 | -2.4 | 10.0 | 20.8 | -6.8 | 10.2 | 8.7 | -2.6 | 5.1 | 21.4 | 14.3 | -4.0 | 16.6 | 32.7 | -36.2 | 7.7 | 14.9 | 6.4 | 11.4 | 27.5 | -19.8 | -13.5 | -9.7 | -5.0 |
| Sharpe Ratio | NA | -0.48 | 0.32 | 0.17 | 0.36 | NA | NA | 0.14 | -0.81 | -0.13 | 0.37 | 2.39 | -0.75 | 0.26 | 0.74 | -0.23 | 0.57 | 2.2 | 1.22 | -0.19 | 0.99 | 1.25 | -1.02 | 0.33 | 1.16 | 0.48 | 1.05 | 1.94 | -0.91 | -0.81 | -0.65 | -1.68 |
| Draw Down(%) | NA | 19.5 | 30.2 | 40.3 | 40.3 | NA | NA | 53.4 | 19.1 | 17.2 | 30.2 | 4.3 | 14.7 | 25.3 | 9.7 | 12.2 | 7.5 | 6.4 | 10.5 | 20.3 | 13.5 | 25.0 | 47.8 | 10.2 | 8.7 | 6.0 | 8.0 | 12.2 | 31.0 | 29.9 | 16.8 | 8.0 |
| Standard Deviation(%) | NA | 15.9 | 18.3 | 22.6 | 17.5 | NA | NA | 18.8 | 17.5 | 18.2 | 26.0 | 8.1 | 10.8 | 37.5 | 11.4 | 11.6 | 9.0 | 9.7 | 11.7 | 21.6 | 16.8 | 26.0 | 36.3 | 14.5 | 10.0 | 8.9 | 10.0 | 13.8 | 22.9 | 20.0 | 21.1 | 49.9 |
| Treynor Ratio | NA | -0.22 | 0.09 | 0.07 | 0.1 | NA | NA | 0.03 | -0.16 | -0.02 | 0.11 | 0.68 | -0.13 | 0.08 | 0.09 | -0.03 | 0.06 | 0.23 | 0.15 | -0.04 | 0.17 | 0.32 | -0.38 | 0.05 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.05 | -0.06 | -0.01 | 0.05 | -0.01 | -0.03 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.34 | 0.65 | 0.6 | 0.66 | NA | NA | 0.84 | 0.9 | 0.99 | 0.91 | 0.28 | 0.64 | 1.23 | 0.9 | 0.88 | 0.9 | 0.91 | 0.96 | 0.99 | 0.99 | 1.03 | 0.98 | 0.99 | 1.06 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.31 | 0.63 | 0.29 | 0.39 | NA | NA | 0.51 | 0.81 | 0.35 | 0.91 | 0.38 | 0.78 | 0.04 | 0.97 | 0.98 | 0.97 | 0.9 | 0.98 | 0.99 | 0.99 | 0.97 | 0.99 | 0.98 | 0.47 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 18.1 | 10.1 | 11.8 | 9.6 | 6.6 | 9.7 | N/A | 3.6 | 16.7 | 5.3 | 3.7 | 13.1 | 29.8 | 3.6 | 4.0 | 3.7 | 5.7 | 3.8 | 2.8 | 1.3 | 1.4 | 3.6 | 6.7 | 8.1 | 1.2 | 1.3 | 1.3 | 1.4 | 1.1 | 6.8 | 0.0 |
| Dividend Growth(%) | N/A | 296.8 | -44.8 | 251.6 | 240.9 | N/A | N/A | N/A | -78.8 | 227.4 | 68.7 | -77.4 | -61.5 | 780.5 | -15.9 | 8.5 | -26.9 | 66.4 | 27.9 | 137.9 | 27.5 | -76.1 | -46.3 | -13.1 | 606.9 | 5.0 | 20.8 | -27.7 | 13.2 | -86.4 | 66700.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/1999
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