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WFQFX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2050 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/06/2007 |
Last Dividend Date: | 08/24/2022 |
12-Mo. Yield | 1.87% |
Expenses | 0.85% |
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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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.3 | 8.8 | 5.4 | 7.7 | 5.6 | 5.4 | -5.8 | -3.3 | 10.3 | 22.3 | -7.2 | 7.1 | 10.0 | -2.6 | 5.7 | 23.3 | 15.1 | -4.1 | 17.3 | 33.3 | -35.8 | -3.1 |
Sharpe Ratio | NA | -0.15 | 0.4 | 0.17 | 0.34 | NA | 0.22 | -0.41 | -0.16 | 0.35 | 2.32 | -0.72 | 0.13 | 0.76 | -0.2 | 0.59 | 2.29 | 1.23 | -0.18 | 1.0 | 1.27 | -1.01 | -0.51 |
Draw Down(%) | NA | 20.2 | 32.7 | 47.5 | 47.5 | NA | 53.1 | 19.9 | 19.9 | 32.7 | 4.9 | 15.5 | 32.4 | 10.9 | 13.2 | 8.1 | 6.6 | 10.9 | 20.9 | 13.8 | 25.0 | 47.7 | 10.2 |
Standard Deviation(%) | NA | 19.2 | 20.9 | 27.8 | 21.1 | NA | 22.2 | 21.4 | 21.2 | 28.9 | 9.0 | 11.8 | 48.8 | 12.9 | 12.9 | 9.7 | 10.1 | 12.3 | 22.4 | 17.2 | 26.3 | 36.1 | 17.4 |
Treynor Ratio | NA | -0.04 | 0.11 | 0.06 | 0.09 | NA | 0.06 | -0.13 | -0.04 | 0.12 | 0.3 | -0.13 | 0.05 | 0.1 | -0.03 | 0.07 | 0.27 | 0.16 | -0.04 | 0.18 | 0.35 | -0.42 | -0.1 |
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 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | 0.01 | 0.03 | -0.02 | -0.01 |
Beta | NA | 0.71 | 0.78 | 0.77 | 0.79 | NA | 0.85 | 0.71 | 0.89 | 0.81 | 0.69 | 0.66 | 1.29 | 0.94 | 0.8 | 0.82 | 0.85 | 0.93 | 0.95 | 0.93 | 0.94 | 0.86 | 0.85 |
RSquared | NA | 0.64 | 0.85 | 0.37 | 0.44 | NA | 0.66 | 0.61 | 0.34 | 0.95 | 0.92 | 0.92 | 0.03 | 0.92 | 0.93 | 0.92 | 0.86 | 0.94 | 0.97 | 0.96 | 0.94 | 0.97 | 0.95 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.0 | 6.3 | 4.2 | 4.0 | 5.4 | 1.8 | 1.2 | 0.5 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -28.3 | 66.7 | -2.7 | -17.8 | 309.1 | -8.3 | 140.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2007
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