Find A Portfolio/Ticker
Comparison Box
WFQRX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2035 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/03/2007 |
Last Dividend Date: | 08/24/2022 |
12-Mo. Yield | 1.93% |
Expenses | 0.49% |
Sign up to get fund ranking change alerts |
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 | -6.5 | 6.1 | 3.8 | 6.1 | 4.6 | 4.5 | -9.0 | 13.1 | 10.4 | 20.2 | -5.9 | 4.2 | 8.3 | -1.9 | 5.3 | 19.2 | 13.7 | -2.8 | 16.3 | 31.5 | -34.0 | -2.4 |
Sharpe Ratio | NA | -0.5 | 0.35 | 0.12 | 0.29 | NA | 0.2 | -0.84 | 1.44 | 0.44 | 2.59 | -0.73 | 0.07 | 0.81 | -0.19 | 0.66 | 2.15 | 1.28 | -0.14 | 1.05 | 1.28 | -1.02 | -0.44 |
Draw Down(%) | NA | 18.5 | 27.7 | 43.8 | 43.8 | NA | 50.9 | 17.9 | 4.2 | 27.7 | 3.7 | 13.3 | 32.5 | 8.2 | 10.7 | 6.7 | 6.0 | 9.4 | 18.3 | 12.2 | 23.8 | 45.8 | 9.6 |
Standard Deviation(%) | NA | 14.1 | 16.4 | 25.7 | 19.2 | NA | 20.3 | 15.6 | 9.1 | 23.3 | 7.2 | 9.9 | 48.8 | 9.9 | 9.9 | 8.0 | 8.9 | 10.8 | 19.5 | 15.5 | 24.5 | 34.1 | 16.6 |
Treynor Ratio | NA | -0.24 | 0.09 | 0.04 | 0.08 | NA | 0.05 | -0.16 | 0.79 | 0.11 | 0.22 | -0.09 | 0.03 | 0.09 | -0.02 | 0.06 | 0.22 | 0.15 | -0.03 | 0.18 | 0.32 | -0.38 | -0.08 |
Alpha | NA | -0.03 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.05 | 0.03 | -0.01 | 0.0 | 0.0 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 |
Beta | NA | 0.3 | 0.64 | 0.68 | 0.72 | NA | 0.85 | 0.85 | 0.17 | 0.96 | 0.84 | 0.84 | 1.34 | 0.86 | 0.83 | 0.86 | 0.87 | 0.92 | 0.91 | 0.91 | 0.97 | 0.93 | 0.93 |
RSquared | NA | 0.26 | 0.64 | 0.21 | 0.29 | NA | 0.58 | 0.76 | 0.15 | 0.98 | 0.96 | 0.96 | 0.02 | 0.96 | 0.98 | 0.96 | 0.9 | 0.98 | 0.99 | 0.98 | 0.97 | 0.98 | 0.98 |
Yield(%) | N/A | 17.8 | 10.7 | 13.0 | 10.2 | 7.2 | N/A | 3.7 | 16.1 | 7.7 | 4.7 | 13.6 | 38.3 | 3.7 | 4.1 | 4.0 | 5.7 | 3.7 | 3.0 | 3.5 | 1.4 | 1.3 | 1.1 |
Dividend Growth(%) | N/A | 159.0 | -55.2 | 263.4 | N/A | N/A | N/A | -77.5 | 111.5 | 90.6 | -72.2 | -72.2 | 989.5 | -15.6 | 4.7 | -23.2 | 69.7 | 17.9 | -3.4 | 222.2 | -30.8 | 18.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2031-2035 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2031-2035
Best Mutual Funds
- ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) (100%)
- ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) (99%)
- TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) (97%)
- VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) (96%)
- FFTHX (FIDELITY FREEDOM 2035 FUND FIDELITY FREEDOM 2035 FUND) (95%)
- ISQIX (VOYA SOLUTION 2035 PORTFOLIO CLASS I) (94%)
- TCLRX (TIAA-CREF LIFECYCLE 2035 FUND RETIREMENT CLASS) (92%)
- FITHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS I) (91%)
- PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) (88%)
- GMHZX (MYDESTINATION 2035 FUND INVESTOR) (87%)