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WFTNX: WELLS FARGO DOW JONES TODAY FUN (MUTUAL FUND)
Basic Info
| Asset Class: | BALANCE FUND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/14/2010 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 01/02/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | Since 09/14/2010 |
2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 5.1 | 5.1 | 5.1 | 5.1 | 5.0 | 1.7 |
| Sharpe Ratio | NA | 1.96 | 1.46 | 1.96 | 1.97 | 1.29 | 1.18 |
| Draw Down(%) | NA | 1.3 | 3.4 | 1.3 | 1.3 | 2.6 | 3.4 |
| Standard Deviation(%) | NA | 2.6 | 3.5 | 2.6 | 2.6 | 3.8 | 4.8 |
| Treynor Ratio | NA | 0.3 | 0.27 | 0.3 | 0.29 | 0.27 | 0.17 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 |
| Beta | NA | 0.17 | 0.19 | 0.17 | 0.18 | 0.18 | 0.33 |
| RSquared | NA | 0.24 | 0.33 | 0.24 | 0.25 | 0.42 | 0.28 |
| Yield(%) | N/A | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/14/2010
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