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WFODX: WELLS FARGO ADVANTAGE DOW JONES TARGET TODAY FUND CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/30/1998 |
Last Dividend Date: | 08/24/2022 |
12-Mo. Yield | 8.52% |
Expenses | 0.60% |
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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 06/20/2001 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -8.7 | 1.0 | 1.6 | 1.2 | 2.1 | 2.9 | 2.3 | -9.4 | -2.8 | 6.7 | 12.1 | -3.6 | 2.4 | 1.5 | -2.1 | 2.4 | -0.3 | 3.7 | 3.5 | 6.7 | 8.3 | -4.4 | 4.9 | 4.3 | 1.5 | 4.3 | 10.7 | -5.4 | 0.4 | -1.6 | 0.8 | 0.2 |
Sharpe Ratio | NA | -1.26 | 0.07 | 0.07 | 0.09 | NA | NA | 0.14 | -1.63 | -0.35 | 0.62 | 3.37 | -1.25 | 0.08 | 0.47 | -0.82 | 0.99 | -0.09 | 1.39 | 0.89 | 1.72 | 1.4 | -0.9 | 0.81 | 0.26 | -0.18 | 0.75 | 1.75 | -0.77 | -0.42 | -0.84 | -0.48 | NA |
Draw Down(%) | NA | 15.1 | 15.1 | 21.3 | 21.3 | NA | NA | 21.3 | 14.6 | 8.0 | 14.9 | 0.9 | 5.9 | 16.1 | 3.9 | 3.3 | 1.9 | 4.1 | 1.3 | 2.7 | 3.6 | 7.0 | 12.2 | 1.4 | 3.2 | 2.7 | 4.6 | 4.8 | 10.8 | 4.0 | 6.3 | 3.5 | 0.0 |
Standard Deviation(%) | NA | 7.4 | 7.7 | 12.2 | 8.8 | NA | NA | 6.9 | 8.3 | 8.1 | 10.4 | 3.2 | 3.9 | 23.3 | 2.8 | 2.6 | 2.4 | 3.6 | 2.6 | 3.9 | 3.9 | 5.9 | 5.9 | 2.3 | 3.8 | 3.9 | 4.5 | 5.7 | 8.4 | 4.7 | 6.7 | 5.1 | 0.0 |
Treynor Ratio | NA | -0.22 | 0.01 | 0.01 | 0.01 | NA | NA | 0.02 | -0.15 | -0.03 | 0.06 | 0.14 | -0.08 | -0.01 | 0.03 | -0.06 | 0.06 | -0.01 | 0.07 | 0.06 | 0.13 | 0.14 | -0.12 | 0.05 | 0.02 | -0.01 | 0.04 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.02 | -0.03 | -0.01 | 0.02 | 0.0 | 0.06 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | NA | NA | NA | NA | NA |
Beta | NA | 0.43 | 0.74 | 0.77 | 0.72 | NA | NA | 0.64 | 0.91 | 1.08 | 1.06 | 0.75 | 0.6 | -2.03 | 0.48 | 0.36 | 0.39 | 0.55 | 0.5 | 0.53 | 0.53 | 0.59 | 0.46 | 0.35 | 0.65 | 0.69 | 0.81 | 0.7 | NA | NA | NA | NA | NA |
RSquared | NA | 0.36 | 0.66 | 0.19 | 0.21 | NA | NA | 0.24 | 0.77 | 0.32 | 0.96 | 0.66 | 0.56 | 0.06 | 0.57 | 0.46 | 0.3 | 0.43 | 0.56 | 0.68 | 0.57 | 0.7 | 0.78 | 0.63 | 0.57 | 0.54 | 0.64 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 8.5 | 5.1 | 6.9 | 4.1 | 3.6 | 3.8 | N/A | 1.9 | 7.3 | 4.5 | 2.3 | 5.2 | 17.1 | 1.2 | 1.6 | 1.4 | 1.6 | 1.6 | 1.7 | 1.5 | 1.8 | 2.7 | 3.8 | 5.9 | 2.5 | 1.1 | 1.2 | 2.3 | 0.6 | 3.2 | 2.4 | 0.1 |
Dividend Growth(%) | N/A | 108.0 | -42.4 | 361.7 | 84.7 | N/A | N/A | N/A | -74.3 | 66.7 | 110.0 | -59.2 | -73.1 | 1300.0 | -27.8 | 20.0 | -16.7 | 5.9 | -5.6 | 20.0 | -11.8 | -39.3 | -28.2 | -36.1 | 134.6 | 136.4 | 0.0 | -52.2 | 283.3 | -82.4 | 30.8 | 2500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2001
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