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WFQPX: Wells Fargo Advantage DJ Target 2045 R6 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/03/2007 |
Last Dividend Date: | 08/24/2022 |
12-Mo. Yield | 1.98% |
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 | Since 07/03/2007 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -4.6 | 7.7 | 5.0 | 7.4 | 5.4 | 5.3 | -7.9 | 16.1 | 10.4 | 21.9 | -6.8 | 7.8 | 9.7 | -2.5 | 5.6 | 23.1 | 15.0 | -4.1 | 17.6 | 33.2 | -35.5 | -2.6 |
Sharpe Ratio | NA | -0.3 | 0.37 | 0.16 | 0.34 | NA | 0.22 | -0.6 | 1.46 | 0.36 | 2.38 | -0.71 | 0.16 | 0.76 | -0.2 | 0.58 | 2.27 | 1.23 | -0.18 | 1.02 | 1.26 | -0.99 | -0.45 |
Draw Down(%) | NA | 19.8 | 31.7 | 45.5 | 45.5 | NA | 53.0 | 19.4 | 5.1 | 31.7 | 4.7 | 15.3 | 31.0 | 10.6 | 13.0 | 8.0 | 6.5 | 10.8 | 20.9 | 13.4 | 25.2 | 47.5 | 10.1 |
Standard Deviation(%) | NA | 17.5 | 19.7 | 26.4 | 20.1 | NA | 21.7 | 19.3 | 11.0 | 27.7 | 8.6 | 11.5 | 46.5 | 12.4 | 12.6 | 9.6 | 10.2 | 12.3 | 22.3 | 17.1 | 26.3 | 36.5 | 17.3 |
Treynor Ratio | NA | -0.11 | 0.09 | 0.06 | 0.09 | NA | 0.05 | -0.13 | 0.48 | 0.11 | 0.42 | -0.11 | 0.05 | 0.1 | -0.03 | 0.06 | 0.24 | 0.15 | -0.04 | 0.17 | 0.32 | -0.37 | -0.08 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.07 | 0.02 | -0.02 | 0.03 | -0.01 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | -0.01 |
Beta | NA | 0.49 | 0.77 | 0.75 | 0.8 | NA | 0.91 | 0.87 | 0.33 | 0.94 | 0.49 | 0.74 | 1.35 | 0.96 | 0.95 | 0.97 | 0.95 | 1.0 | 1.02 | 1.01 | 1.04 | 0.99 | 0.97 |
RSquared | NA | 0.42 | 0.76 | 0.32 | 0.41 | NA | 0.65 | 0.73 | 0.33 | 0.96 | 0.62 | 0.87 | 0.03 | 0.97 | 0.98 | 0.97 | 0.9 | 0.98 | 0.99 | 0.99 | 0.97 | 0.98 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2007
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