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Wells Fargo C&B Mid Cap Value A (CBMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.09+0.04 (+0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.88%
5-year average return8.20%
Number of years up13
Number of years down6
Best 1-yr total return (22 Feb 2024)37.14%
Worst 1-yr total return (22 Feb 2024)N/A
Best 3-yr total return37.14%
Worst 3-yr total return2.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBMAXCategory
YTD-0.60%21.28%
1-month-0.60%-1.96%
3-month16.42%4.90%
1-year9.08%55.83%
3-year7.71%11.08%
5-year8.70%11.93%
10-year8.19%10.64%
Last bull market46.23%25.54%
Last bear market-12.11%-22.08%

Annual total return (%) history

Year
CBMAXCategory
2023
19.01%N/A
2022
-14.68%N/A
2021
21.53%N/A
2020
2.38%2.63%
2019
36.37%25.18%
2018
-14.61%-12.86%
2017
14.90%13.22%
2016
23.33%18.06%
2015
-2.57%-5.41%
2014
4.59%9.31%
2013
37.14%35.14%
2012
19.46%16.60%
2011
-1.60%-3.96%
2010
21.24%21.92%
2009
28.99%35.41%
2008
-33.75%-36.77%
2007
-8.93%0.83%
2006
25.48%15.87%
2005
6.02%8.82%
2004
N/A17.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.74%5.71%-3.16%12.05%
2022-4.58%-12.11%-10.14%13.21%
202112.12%4.00%-2.06%6.42%
2020-33.98%20.66%4.05%23.51%
201916.49%5.70%2.93%7.59%
2018-2.48%1.34%4.38%-17.22%
20173.04%4.25%2.16%4.71%
20164.09%2.07%6.24%9.26%
20153.75%0.94%-10.03%3.41%
20141.06%2.56%-4.57%5.75%
201312.95%3.98%8.15%7.97%
201213.48%-3.90%5.75%3.60%
20116.75%0.70%-19.06%13.09%
20107.68%-9.21%8.01%14.82%
2009-10.72%16.61%19.03%4.09%
2008-12.34%-6.61%5.79%-23.50%
20073.43%6.20%-6.16%-11.64%
200611.09%-2.86%6.31%9.39%
2005-1.67%5.01%0.24%2.44%
200410.38%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month23
3-month27
1-year11
3-year76
5-year60

Load adjusted returns

1-year2.81%
3-year5.61%
5-year7.42%
10-year7.55%