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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 | 15.92% |
| 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 | -9.8 | 3.2 | 4.3 | 5.2 | 4.3 | 4.2 | -11.6 | 9.7 | 9.3 | 17.5 | -4.2 | 12.2 | 6.0 | -1.4 | 4.8 | 12.2 | 10.7 | 0.2 | 14.1 | 23.8 | -26.7 | -0.7 |
| Sharpe Ratio | NA | -1.06 | 0.24 | 0.1 | 0.18 | NA | 0.16 | -1.52 | 1.48 | 0.53 | 3.05 | -0.77 | 0.15 | 0.94 | -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 | 48.9 | 48.9 | NA | 48.9 | 16.0 | 3.2 | 21.8 | 2.2 | 9.5 | 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 | 9.9 | 11.9 | 37.1 | 26.5 | NA | 23.5 | 10.9 | 6.5 | 17.1 | 5.3 | 7.3 | 80.0 | 6.2 | 6.1 | 5.1 | 6.6 | 7.6 | 13.3 | 11.0 | 18.2 | 25.7 | 12.6 |
| Treynor Ratio | NA | -0.27 | 0.04 | 0.15 | 0.16 | NA | 0.07 | -0.21 | 0.42 | 0.11 | 4.15 | -0.3 | -0.51 | 0.09 | -0.02 | 0.07 | 0.16 | 0.13 | 0.0 | 0.18 | 0.28 | -0.34 | -0.05 |
| Alpha | NA | 0.0 | 0.02 | 0.04 | 0.03 | NA | 0.02 | 0.02 | 0.04 | 0.0 | 0.06 | -0.02 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 |
| Beta | NA | 0.38 | 0.66 | 0.24 | 0.29 | NA | 0.52 | 0.78 | 0.23 | 0.86 | 0.04 | 0.19 | -0.23 | 0.65 | 0.61 | 0.67 | 0.76 | 0.8 | 0.77 | 0.79 | 0.84 | 0.81 | 0.82 |
| RSquared | NA | 0.43 | 0.73 | 0.02 | 0.03 | NA | 0.13 | 0.87 | 0.26 | 0.94 | 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 | 15.9 | 11.0 | 14.3 | 9.9 | 7.4 | N/A | 4.0 | 13.3 | 10.7 | 6.7 | 15.3 | 48.2 | 3.7 | 3.6 | 3.7 | 5.1 | 4.2 | 4.4 | 4.1 | 1.9 | 1.9 | 1.0 |
| Dividend Growth(%) | N/A | 56.8 | -68.6 | 308.6 | N/A | N/A | N/A | -70.5 | 21.1 | 76.4 | -64.6 | -79.7 | 1259.9 | -5.0 | -0.5 | -23.7 | 30.1 | -7.7 | 15.5 | 170.1 | -28.0 | 91.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2007
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