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WFSCX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2015 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/18/2007 |
Last Dividend Date: | 08/24/2022 |
12-Mo. Yield | 2.13% |
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 | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -7.2 | 2.9 | 2.6 | 3.1 | 3.3 | 3.2 | -8.3 | 6.9 | 8.5 | 14.6 | -2.9 | 1.5 | 4.1 | -1.3 | 4.2 | 4.9 | 7.3 | 3.1 | 10.4 | 15.9 | -16.3 | 1.6 |
Sharpe Ratio | NA | -0.95 | 0.29 | 0.1 | 0.21 | NA | 0.24 | -1.32 | 1.46 | 0.68 | 3.64 | -0.87 | 0.02 | 0.98 | -0.34 | 1.46 | 1.09 | 1.68 | 0.42 | 1.61 | 1.46 | -1.12 | 0.14 |
Draw Down(%) | NA | 14.9 | 16.6 | 28.5 | 28.5 | NA | 28.5 | 14.6 | 2.7 | 16.6 | 1.2 | 6.3 | 24.6 | 4.5 | 4.3 | 2.3 | 4.1 | 3.0 | 5.9 | 4.8 | 12.3 | 26.6 | 4.0 |
Standard Deviation(%) | NA | 8.2 | 8.8 | 17.7 | 12.8 | NA | 11.8 | 9.2 | 4.7 | 12.1 | 3.6 | 4.8 | 36.1 | 4.0 | 3.8 | 2.9 | 4.5 | 4.3 | 7.3 | 6.4 | 10.8 | 15.4 | 7.4 |
Treynor Ratio | NA | -0.44 | 0.05 | 0.03 | 0.05 | NA | 0.05 | -0.11 | 0.91 | 0.08 | 0.16 | -0.05 | 0.01 | 0.09 | -0.03 | 0.11 | 0.09 | 0.13 | 0.06 | 0.18 | 0.26 | -0.28 | 0.02 |
Alpha | NA | -0.03 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.03 | 0.02 | -0.01 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 |
Beta | NA | 0.18 | 0.51 | 0.55 | 0.53 | NA | 0.57 | 1.11 | 0.08 | 1.04 | 0.82 | 0.78 | 1.19 | 0.45 | 0.41 | 0.39 | 0.57 | 0.58 | 0.54 | 0.56 | 0.62 | 0.61 | 0.58 |
RSquared | NA | 0.11 | 0.42 | 0.09 | 0.11 | NA | 0.3 | 0.69 | 0.05 | 0.96 | 0.82 | 0.9 | 0.01 | 0.55 | 0.56 | 0.53 | 0.61 | 0.89 | 0.93 | 0.87 | 0.92 | 0.96 | 0.94 |
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 | 3.0 | 3.4 | 3.1 | 3.2 | 3.1 | 2.1 | 6.1 | 1.7 |
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 | -11.8 | 13.3 | -3.2 | 10.7 | 64.7 | -72.6 | 264.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2007
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