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Wells Fargo C&B Mid Cap Value Inst (CBMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.59+0.04 (+0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.91%
5-year average return8.57%
Number of years up13
Number of years down6
Best 1-yr total return (22 Feb 2024)37.58%
Worst 1-yr total return (22 Feb 2024)N/A
Best 3-yr total return37.58%
Worst 3-yr total return2.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBMSXCategory
YTD-0.57%21.28%
1-month-0.57%-1.96%
3-month16.50%4.90%
1-year9.44%55.83%
3-year8.09%11.08%
5-year9.07%11.93%
10-year8.56%10.64%
Last bull market46.62%25.54%
Last bear market-12.05%-22.08%

Annual total return (%) history

Year
CBMSXCategory
2023
19.42%N/A
2022
-14.39%N/A
2021
21.93%N/A
2020
2.74%2.63%
2019
36.81%25.18%
2018
-14.29%-12.86%
2017
15.30%13.22%
2016
23.78%18.06%
2015
-2.28%-5.41%
2014
4.88%9.31%
2013
37.58%35.14%
2012
19.82%16.60%
2011
-1.31%-3.96%
2010
21.62%21.92%
2009
29.34%35.41%
2008
-33.46%-36.77%
2007
-8.57%0.83%
2006
26.12%15.87%
2005
6.52%8.82%
2004
N/A17.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.84%5.81%-3.07%12.13%
2022-4.48%-12.05%-10.04%13.28%
202112.21%4.09%-1.96%6.49%
2020-33.90%20.70%4.17%23.61%
201916.57%5.80%3.04%7.66%
2018-2.41%1.44%4.48%-17.14%
20173.11%4.37%2.22%4.82%
20164.18%2.17%6.34%9.36%
20153.84%1.04%-9.98%3.46%
20141.09%2.65%-4.50%5.83%
201313.02%4.09%8.22%8.06%
201213.52%-3.82%5.88%3.66%
20116.76%0.81%-18.96%13.15%
20107.78%-9.21%8.18%14.89%
2009-10.65%16.60%19.16%4.19%
2008-12.23%-6.47%5.87%-23.44%
20073.49%6.36%-6.06%-11.58%
200611.23%-2.75%6.44%9.54%
2005-1.57%5.14%0.33%2.59%
200410.53%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month20
3-month26
1-year10
3-year71
5-year52

Load adjusted returns

1-year9.44%
3-year8.09%
5-year9.07%
10-year8.56%