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WFQDX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/03/2007 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 22.96% |
| Expenses | 0.85% |
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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 | Since 07/03/2007 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.2 | 8.2 | 5.0 | 7.2 | 5.2 | 5.1 | -6.6 | -3.4 | 10.1 | 21.8 | -7.4 | 6.8 | 9.5 | -2.9 | 5.3 | 22.9 | 14.8 | -4.5 | 17.4 | 32.8 | -35.9 | -2.6 |
| Sharpe Ratio | NA | -0.2 | 0.38 | 0.15 | 0.32 | NA | 0.21 | -0.47 | -0.16 | 0.34 | 2.27 | -0.74 | 0.13 | 0.72 | -0.23 | 0.54 | 2.25 | 1.21 | -0.2 | 1.01 | 1.25 | -1.01 | -0.46 |
| Draw Down(%) | NA | 20.4 | 32.9 | 47.9 | 47.9 | NA | 53.3 | 20.0 | 19.8 | 32.9 | 4.9 | 15.9 | 32.4 | 11.0 | 13.4 | 8.1 | 6.6 | 10.9 | 21.0 | 13.5 | 25.0 | 47.8 | 10.2 |
| Standard Deviation(%) | NA | 19.0 | 20.8 | 27.7 | 21.1 | NA | 22.2 | 21.1 | 21.3 | 28.9 | 9.0 | 11.9 | 48.8 | 12.9 | 12.9 | 9.7 | 10.1 | 12.3 | 22.3 | 17.1 | 26.2 | 36.2 | 17.3 |
| Treynor Ratio | NA | -0.05 | 0.1 | 0.05 | 0.09 | NA | 0.05 | -0.14 | -0.04 | 0.12 | 0.29 | -0.13 | 0.05 | 0.1 | -0.04 | 0.06 | 0.27 | 0.16 | -0.05 | 0.19 | 0.35 | -0.42 | -0.09 |
| Alpha | NA | 0.03 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.05 | -0.1 | -0.02 | 0.0 | -0.02 | -0.03 | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | -0.03 | 0.01 | 0.03 | -0.02 | 0.0 |
| Beta | NA | 0.72 | 0.78 | 0.77 | 0.79 | NA | 0.85 | 0.71 | 0.9 | 0.81 | 0.69 | 0.67 | 1.27 | 0.94 | 0.81 | 0.82 | 0.85 | 0.93 | 0.94 | 0.93 | 0.94 | 0.87 | 0.86 |
| RSquared | NA | 0.66 | 0.86 | 0.37 | 0.44 | NA | 0.66 | 0.63 | 0.35 | 0.95 | 0.93 | 0.93 | 0.03 | 0.92 | 0.94 | 0.92 | 0.87 | 0.94 | 0.97 | 0.96 | 0.94 | 0.97 | 0.95 |
| Yield(%) | N/A | 23.0 | 12.8 | 14.1 | 11.4 | 7.8 | N/A | 6.5 | 19.6 | 6.7 | 5.2 | 18.0 | 38.8 | 3.6 | 3.8 | 3.7 | 6.0 | 3.9 | 3.7 | 5.4 | 1.7 | 1.1 | 0.2 |
| Dividend Growth(%) | N/A | 297.6 | -52.8 | 316.8 | N/A | N/A | N/A | -67.7 | 200.5 | 51.8 | -78.6 | -62.9 | 1080.7 | -13.3 | 3.2 | -29.6 | 70.1 | -1.8 | -24.4 | 328.6 | -0.9 | 341.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2046-2050 Asset Class Trend Rankings |
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