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WFQGX: Wells Fargo Advantage DJ Target 2050 Inv (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/06/2007 |
Last Dividend Date: | 09/24/2015 |
12-Mo. Yield | 3.46% |
Expenses | 0.93% |
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Performance Analytics (As of 10/29/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/06/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 1.2 | 10.0 | 8.3 | 3.7 | -0.4 | 5.1 | 22.7 | 14.6 | -4.5 | 16.8 | 32.8 | -36.0 | -3.1 |
Sharpe Ratio | NA | 0.09 | 0.92 | 0.58 | 0.17 | -0.04 | 0.52 | 2.23 | 1.2 | -0.2 | 0.97 | 1.25 | -1.02 | -0.52 |
Draw Down(%) | NA | 13.5 | 13.5 | 21.0 | 53.3 | 13.5 | 8.2 | 6.6 | 10.9 | 21.0 | 13.9 | 25.0 | 47.8 | 10.2 |
Standard Deviation(%) | NA | 12.5 | 10.9 | 14.2 | 20.3 | 12.9 | 9.8 | 10.2 | 12.2 | 22.4 | 17.2 | 26.1 | 36.1 | 17.4 |
Treynor Ratio | NA | 0.01 | 0.12 | 0.09 | 0.04 | -0.01 | 0.06 | 0.26 | 0.16 | -0.05 | 0.18 | 0.35 | -0.42 | -0.1 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.03 | 0.01 | 0.03 | -0.02 | -0.01 |
Beta | NA | 0.8 | 0.82 | 0.9 | 0.89 | 0.8 | 0.82 | 0.86 | 0.93 | 0.94 | 0.93 | 0.93 | 0.87 | 0.86 |
RSquared | NA | 0.93 | 0.91 | 0.94 | 0.95 | 0.93 | 0.92 | 0.87 | 0.94 | 0.97 | 0.96 | 0.94 | 0.97 | 0.95 |
Yield(%) | N/A | 3.5 | 4.6 | 4.5 | N/A | 0.8 | 3.5 | 5.8 | 3.9 | 3.6 | 4.8 | 1.8 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | -30.1 | 45.0 | N/A | N/A | -75.7 | -32.7 | 66.7 | 0.0 | -17.5 | 263.6 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2007
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