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Wells Fargo Asset Allocation R (EAXFX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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12.98-0.04 (-0.31%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.54%
5-year average return4.83%
Number of years up15
Number of years down4
Best 1-yr total return (15 Jun 2023)23.77%
Worst 1-yr total return (15 Jun 2023)N/A
Best 3-yr total return23.77%
Worst 3-yr total return-0.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEAXFXCategory
YTD7.54%9.69%
1-month3.67%0.91%
3-month6.39%5.21%
1-year10.19%27.06%
3-year5.93%11.00%
5-year4.83%10.26%
10-year4.24%8.34%
Last bull market25.63%15.58%
Last bear market-11.06%-12.16%

Annual total return (%) history

Year
EAXFXCategory
2023
N/AN/A
2022
-16.12%N/A
2021
13.11%N/A
2020
13.72%11.72%
2019
19.46%19.23%
2018
-9.86%-5.76%
2017
14.52%13.21%
2016
4.43%7.34%
2015
-5.17%-1.93%
2014
0.12%6.21%
2013
11.02%16.48%
2012
10.15%11.72%
2011
0.94%-0.11%
2010
6.91%11.83%
2009
23.77%24.13%
2008
-22.52%-28.00%
2007
6.83%5.99%
2006
11.10%11.29%
2005
7.63%5.13%
2004
11.93%8.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.06%N/AN/AN/A
2022-6.42%-11.06%-6.22%7.45%
20214.05%4.82%-0.65%4.39%
2020-15.05%14.48%5.09%11.28%
20199.18%3.44%0.59%5.15%
2018-0.42%-2.94%3.53%-9.92%
20174.96%2.77%2.92%3.16%
20161.30%0.72%3.42%-1.02%
20150.96%-0.15%-7.17%1.34%
20141.44%3.41%-3.09%-1.51%
20133.46%-0.84%4.22%3.82%
20126.10%-2.08%4.08%1.86%
20112.52%1.97%-6.91%3.72%
20101.79%-7.48%9.69%3.49%
2009-3.97%12.07%10.37%4.20%
2008-4.90%-1.68%-5.94%-11.89%
20071.16%4.31%2.10%-0.85%
20063.53%-1.12%3.53%4.83%
2005-0.36%2.24%3.94%1.65%
20044.10%-1.70%1.96%7.28%

Rank in category (by total return)

YTD56
1-month49
3-month48
1-year65
3-year57
5-year71

Load adjusted returns

1-year-1.81%
3-year5.51%
5-year4.13%
10-year3.76%