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WFQWX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2035 FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/06/2007 |
Last Dividend Date: | 08/24/2022 |
12-Mo. Yield | 17.17% |
Expenses | 0.49% |
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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 | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -7.2 | 5.5 | 3.4 | 5.7 | 4.2 | 4.0 | -9.6 | -3.2 | 10.0 | 19.7 | -6.1 | 4.0 | 7.8 | -2.2 | 4.9 | 18.8 | 13.3 | -3.1 | 15.8 | 30.5 | -34.1 | -2.8 |
Sharpe Ratio | NA | -0.56 | 0.31 | 0.1 | 0.27 | NA | 0.18 | -0.9 | -0.19 | 0.42 | 2.48 | -0.75 | 0.07 | 0.76 | -0.23 | 0.61 | 2.13 | 1.24 | -0.16 | 1.01 | 1.24 | -1.02 | -0.5 |
Draw Down(%) | NA | 18.8 | 27.8 | 44.0 | 44.0 | NA | 51.0 | 18.2 | 16.3 | 27.8 | 3.7 | 13.5 | 32.3 | 8.2 | 10.9 | 6.7 | 6.0 | 9.5 | 18.5 | 12.4 | 23.8 | 45.9 | 9.6 |
Standard Deviation(%) | NA | 14.0 | 16.4 | 25.6 | 19.1 | NA | 20.3 | 15.5 | 16.8 | 23.3 | 7.4 | 9.9 | 48.4 | 10.0 | 10.0 | 8.0 | 8.8 | 10.8 | 19.6 | 15.5 | 24.5 | 34.1 | 16.6 |
Treynor Ratio | NA | -0.26 | 0.08 | 0.04 | 0.07 | NA | 0.04 | -0.16 | -0.03 | 0.1 | 0.23 | -0.09 | -0.03 | 0.09 | -0.03 | 0.06 | 0.22 | 0.15 | -0.03 | 0.17 | 0.32 | -0.38 | -0.09 |
Alpha | NA | -0.03 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.05 | -0.06 | -0.02 | 0.01 | 0.0 | 0.12 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.0 | 0.0 |
Beta | NA | 0.3 | 0.64 | 0.68 | 0.73 | NA | 0.85 | 0.85 | 1.03 | 0.96 | 0.8 | 0.81 | -1.12 | 0.81 | 0.75 | 0.82 | 0.84 | 0.88 | 0.91 | 0.9 | 0.96 | 0.92 | 0.89 |
RSquared | NA | 0.27 | 0.64 | 0.22 | 0.3 | NA | 0.59 | 0.78 | 0.35 | 0.98 | 0.89 | 0.91 | 0.02 | 0.92 | 0.86 | 0.91 | 0.87 | 0.94 | 0.98 | 0.97 | 0.96 | 0.98 | 0.96 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 5.4 | 3.4 | 2.7 | 3.2 | 1.2 | 1.4 | 0.1 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -26.4 | 76.7 | 20.0 | -7.4 | 237.5 | -42.9 | 1300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2007
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