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WFOAX: Wells Fargo Advantage DJ Target 2010 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 2.15% |
| Expenses | 1.35% |
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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 | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | -7.4 | 2.4 | 2.9 | 2.8 | 3.3 | 3.9 | -8.3 | 5.7 | 8.2 | 13.8 | -2.6 | 4.1 | 3.0 | -0.9 | 3.9 | 2.4 | 6.1 | 4.1 | 9.2 | 12.7 | -10.7 | 7.1 | 7.5 | 3.4 | 5.7 |
| SR | NA | -1.07 | 0.26 | 0.18 | 0.26 | NA | 0.39 | -1.45 | 1.34 | 0.75 | 3.83 | -0.94 | 0.15 | 0.93 | -0.33 | 1.55 | 0.6 | 1.99 | 0.76 | 1.86 | 1.53 | -1.05 | 1.06 | 0.89 | 0.26 | 2.09 |
| DD(%) | NA | 14.4 | 15.0 | 19.8 | 19.8 | NA | 20.9 | 14.1 | 2.5 | 15.0 | 1.0 | 5.4 | 16.3 | 3.7 | 3.3 | 2.0 | 3.9 | 1.9 | 3.6 | 3.2 | 9.5 | 20.5 | 2.5 | 4.3 | 3.0 | 2.6 |
| SD(%) | NA | 7.5 | 7.8 | 12.3 | 9.0 | NA | 7.9 | 8.4 | 4.3 | 10.6 | 3.2 | 4.2 | 23.6 | 3.0 | 2.9 | 2.5 | 3.9 | 3.1 | 5.3 | 4.9 | 8.3 | 11.1 | 3.9 | 4.8 | 4.9 | 5.0 |
| TR | NA | -0.19 | 0.03 | 0.03 | 0.03 | NA | 0.04 | -0.13 | 0.26 | 0.07 | 0.13 | -0.04 | 0.02 | 0.05 | -0.02 | 0.07 | 0.03 | 0.08 | 0.05 | 0.11 | 0.14 | -0.12 | 0.05 | 0.04 | 0.01 | 0.1 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.02 | 0.01 | -0.01 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.43 | 0.75 | 0.78 | 0.75 | NA | 0.84 | 0.9 | 0.22 | 1.08 | 0.93 | 0.92 | 1.4 | 0.57 | 0.54 | 0.55 | 0.84 | 0.75 | 0.83 | 0.85 | 0.94 | 0.95 | 0.77 | 1.06 | 1.09 | 1.06 |
| RS | NA | 0.36 | 0.65 | 0.2 | 0.22 | NA | 0.4 | 0.76 | 0.19 | 0.96 | 0.86 | 0.89 | 0.02 | 0.64 | 0.62 | 0.47 | 0.68 | 0.81 | 0.89 | 0.85 | 0.9 | 0.93 | 0.85 | 0.76 | 0.6 | 0.46 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2004
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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 |
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