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WFTYX: WELLS FARGO ADVANTAGE DOW JONES TARGET 2025 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/03/2007 |
| Last Dividend Date: | 08/24/2022 |
| 12-Mo. Yield | 1.98% |
| Expenses | 0.29% |
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Performance Analytics (As of 09/22/2022)
Not up-to-date? Try| Last 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 | -5.2 | 4.9 | 1.1 | 3.5 | 3.2 | 3.2 | -7.1 | -3.7 | 9.3 | 17.5 | -4.3 | -8.6 | 6.0 | -1.4 | 4.8 | 12.2 | 10.7 | 0.2 | 14.1 | 23.8 | -26.7 | -0.7 |
| Sharpe Ratio | NA | -0.53 | 0.37 | 0.01 | 0.14 | NA | 0.13 | -0.86 | -0.28 | 0.53 | 3.06 | -0.77 | -0.14 | 0.93 | -0.24 | 0.92 | 1.86 | 1.41 | 0.01 | 1.27 | 1.31 | -1.07 | -0.33 |
| Draw Down(%) | NA | 16.3 | 21.8 | 49.0 | 49.0 | NA | 49.0 | 16.0 | 13.7 | 21.8 | 2.2 | 9.6 | 43.0 | 4.2 | 7.2 | 4.3 | 5.0 | 6.4 | 12.1 | 8.3 | 18.8 | 37.8 | 7.5 |
| Standard Deviation(%) | NA | 11.0 | 12.2 | 31.6 | 22.7 | NA | 20.8 | 12.3 | 13.2 | 17.0 | 5.3 | 7.3 | 67.1 | 6.2 | 6.1 | 5.1 | 6.6 | 7.6 | 13.3 | 11.0 | 18.2 | 25.7 | 12.6 |
| Treynor Ratio | NA | -0.22 | 0.11 | 0.02 | 0.12 | NA | 0.06 | -0.14 | -0.04 | 0.19 | 4.17 | -0.3 | -0.22 | 0.09 | -0.02 | 0.07 | 0.16 | 0.13 | 0.0 | 0.18 | 0.28 | -0.34 | -0.05 |
| Alpha | NA | -0.02 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.04 | -0.05 | 0.01 | 0.06 | -0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 |
| Beta | NA | 0.26 | 0.41 | 0.21 | 0.25 | NA | 0.48 | 0.78 | 0.88 | 0.47 | 0.04 | 0.19 | 0.42 | 0.65 | 0.61 | 0.67 | 0.76 | 0.8 | 0.77 | 0.79 | 0.84 | 0.81 | 0.82 |
| RSquared | NA | 0.23 | 0.42 | 0.03 | 0.05 | NA | 0.2 | 0.67 | 0.26 | 0.51 | 0.07 | 0.27 | 0.0 | 0.9 | 0.91 | 0.91 | 0.84 | 0.97 | 0.98 | 0.97 | 0.96 | 0.98 | 0.98 |
| Yield(%) | N/A | 15.8 | 10.9 | 14.2 | 9.9 | 7.3 | N/A | 4.0 | 13.2 | 10.7 | 6.7 | 15.3 | 48.2 | 3.7 | 3.7 | 3.7 | 5.1 | 4.1 | 4.4 | 4.1 | 2.0 | 1.8 | 1.0 |
| Dividend Growth(%) | N/A | 56.5 | -68.9 | 305.2 | N/A | N/A | N/A | -70.7 | 21.0 | 77.1 | -65.0 | -79.7 | 1229.7 | -5.1 | 2.6 | -24.0 | 31.6 | -9.5 | 16.7 | 157.1 | -22.2 | 80.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2021-2025 Asset Class Trend Rankings |
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