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WFQTX: Wells Fargo Advantage DJ Target 2035 Inv (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/03/2007 |
Last Dividend Date: | 09/24/2015 |
12-Mo. Yield | 3.32% |
Expenses | 0.93% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/03/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.4 | 3.5 | -0.9 | 1.4 | 13.2 | 9.8 | -5.8 | 12.4 | 29.1 | -35.0 | -2.5 |
Sharpe Ratio | NA | -0.22 | 0.5 | 0.31 | 0.03 | -0.11 | 0.16 | 1.32 | 0.9 | -0.29 | 0.79 | 1.19 | -1.05 | -0.46 |
Draw Down(%) | NA | 11.5 | 11.5 | 19.1 | 51.7 | 11.5 | 7.0 | 6.5 | 9.5 | 19.1 | 12.9 | 23.7 | 46.3 | 9.6 |
Standard Deviation(%) | NA | 10.0 | 9.5 | 12.6 | 18.7 | 10.1 | 8.3 | 9.9 | 10.9 | 19.7 | 15.5 | 24.4 | 34.1 | 16.5 |
Treynor Ratio | NA | -0.03 | 0.05 | 0.04 | 0.01 | -0.01 | 0.02 | 0.14 | 0.11 | -0.06 | 0.14 | 0.3 | -0.39 | -0.08 |
Alpha | NA | -0.02 | -0.02 | -0.03 | -0.02 | -0.01 | -0.02 | -0.03 | -0.01 | -0.02 | 0.0 | 0.01 | -0.02 | -0.01 |
Beta | NA | 0.83 | 0.87 | 0.91 | 0.93 | 0.83 | 0.86 | 0.92 | 0.92 | 0.92 | 0.91 | 0.96 | 0.93 | 0.92 |
RSquared | NA | 0.92 | 0.87 | 0.94 | 0.97 | 0.97 | 0.89 | 0.8 | 0.95 | 0.98 | 0.97 | 0.97 | 0.98 | 0.98 |
Yield(%) | N/A | 3.3 | 4.1 | 3.7 | N/A | 0.8 | 3.5 | 5.2 | 3.3 | 2.7 | 3.4 | 1.2 | 1.2 | 0.0 |
Dividend Growth(%) | N/A | -27.1 | 80.1 | N/A | N/A | -76.3 | -25.5 | 75.9 | 16.0 | -13.8 | 262.5 | -33.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2007
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