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WFQHX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2055 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/05/2011 |
| Last Dividend Date: | 09/24/2015 |
| 12-Mo. Yield | 2.21% |
| Expenses | 0.93% |
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Performance Analytics (As of 08/27/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 07/05/2011 |
2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 6.8 | -1.2 | 2.9 | 19.7 | 12.7 | -9.6 |
| Sharpe Ratio | NA | -0.08 | 0.71 | 0.35 | -0.11 | 0.29 | 1.87 | 1.02 | -0.65 |
| Draw Down(%) | NA | 14.0 | 14.0 | 19.7 | 14.0 | 8.4 | 7.0 | 10.9 | 19.7 |
| Standard Deviation(%) | NA | 12.6 | 11.1 | 14.4 | 13.0 | 9.9 | 10.5 | 12.5 | 28.1 |
| Treynor Ratio | NA | -0.01 | 0.1 | 0.06 | -0.02 | 0.04 | 0.22 | 0.13 | -0.2 |
| Alpha | NA | -0.03 | -0.03 | -0.03 | -0.02 | -0.03 | -0.03 | -0.01 | -0.04 |
| Beta | NA | 0.81 | 0.83 | 0.89 | 0.81 | 0.83 | 0.88 | 0.95 | 0.91 |
| RSquared | NA | 0.92 | 0.9 | 0.94 | 0.93 | 0.91 | 0.86 | 0.93 | 0.98 |
| Yield(%) | N/A | 2.2 | 2.3 | N/A | 0.8 | 2.2 | 2.7 | 1.9 | 0.0 |
| Dividend Growth(%) | N/A | -1.8 | N/A | N/A | -63.5 | -3.6 | 61.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2051+ Asset Class Trend Rankings |
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