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WFOBX: Wells Fargo Advantage DJ Target 2020 I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/02/2004 |
Last Dividend Date: | 08/24/2022 |
12-Mo. Yield | 2.06% |
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 | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -5.1 | 4.2 | 4.0 | 4.3 | 3.9 | 4.9 | -6.5 | -3.2 | 8.7 | 15.7 | -3.4 | 5.9 | 4.9 | -1.4 | 4.5 | 8.4 | 8.9 | 1.6 | 11.8 | 19.6 | -21.9 | 7.6 | 11.2 | 4.9 | 7.2 |
Sharpe Ratio | NA | -0.59 | 0.37 | 0.21 | 0.35 | NA | 0.36 | -0.89 | -0.3 | 0.6 | 3.35 | -0.82 | 0.19 | 1.0 | -0.3 | 1.16 | 1.61 | 1.54 | 0.16 | 1.4 | 1.37 | -1.11 | 0.54 | 1.15 | 0.42 | 2.07 |
Draw Down(%) | NA | 15.1 | 18.6 | 25.3 | 25.3 | NA | 34.9 | 14.8 | 11.6 | 18.6 | 1.7 | 7.6 | 19.5 | 4.0 | 5.6 | 3.3 | 4.4 | 4.7 | 8.7 | 6.6 | 15.4 | 32.3 | 5.8 | 6.0 | 4.1 | 3.7 |
Standard Deviation(%) | NA | 9.7 | 10.2 | 15.2 | 11.2 | NA | 11.1 | 11.0 | 10.8 | 14.0 | 4.3 | 5.8 | 28.4 | 4.7 | 4.6 | 3.8 | 5.2 | 5.8 | 10.0 | 8.4 | 14.3 | 20.5 | 8.4 | 6.9 | 6.4 | 6.7 |
Treynor Ratio | NA | -0.37 | 0.13 | 0.34 | 0.33 | NA | 0.14 | -0.12 | -0.04 | 0.24 | 10.63 | -0.4 | -1.96 | 0.09 | -0.03 | 0.08 | 0.13 | 0.13 | 0.02 | 0.18 | 0.27 | -0.31 | 0.06 | 0.1 | 0.0 | 0.0 |
Alpha | NA | -0.02 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.04 | -0.04 | 0.02 | 0.05 | -0.02 | 0.04 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | NA | NA |
Beta | NA | 0.16 | 0.28 | 0.09 | 0.12 | NA | 0.28 | 0.82 | 0.88 | 0.35 | 0.01 | 0.12 | -0.03 | 0.51 | 0.48 | 0.54 | 0.67 | 0.69 | 0.65 | 0.67 | 0.73 | 0.72 | 0.73 | 0.82 | NA | NA |
RSquared | NA | 0.12 | 0.29 | 0.03 | 0.05 | NA | 0.23 | 0.62 | 0.27 | 0.4 | 0.03 | 0.2 | 0.0 | 0.76 | 0.77 | 0.81 | 0.84 | 0.95 | 0.97 | 0.95 | 0.95 | 0.98 | 0.96 | 0.4 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2004
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See Target Date 2016-2020 Asset Class Trend Rankings |
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