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Wells Fargo Diversified Cap Bldr A (EKBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.06+0.17 (+1.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.49%
5-year average return11.13%
Number of years up17
Number of years down8
Best 1-yr total return (2 May 2024)41.23%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return41.23%
Worst 3-yr total return5.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKBAXCategory
YTD8.81%11.35%
1-month-3.17%0.99%
3-month6.29%5.92%
1-year30.20%32.83%
3-year9.40%11.75%
5-year10.97%11.53%
10-year10.78%8.98%
Last bull market31.06%17.67%
Last bear market-11.99%-15.71%

Annual total return (%) history

Year
EKBAXCategory
2024
N/AN/A
2023
22.15%N/A
2022
-13.40%N/A
2021
19.68%N/A
2020
12.66%13.51%
2019
27.46%21.35%
2018
-5.55%-7.93%
2017
14.41%15.80%
2016
22.11%7.93%
2015
-3.30%-2.77%
2014
14.18%5.71%
2013
25.69%21.31%
2012
13.10%13.42%
2011
-5.29%-3.80%
2010
21.40%13.49%
2009
41.23%29.37%
2008
-45.19%-34.34%
2007
6.45%7.43%
2006
9.38%13.07%
2005
4.85%7.35%
2004
6.06%10.93%
2003
17.34%25.10%
2002
-10.54%-14.51%
2001
-6.43%-9.67%
2000
-0.96%-1.68%
1999
11.91%20.12%
1998
N/A10.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.38%N/AN/AN/A
20234.92%6.24%-3.13%13.13%
2022-4.95%-11.99%-6.99%11.29%
20212.27%4.84%-0.79%12.51%
2020-18.63%17.15%6.38%11.10%
201913.40%4.49%1.70%5.77%
20180.49%0.75%6.45%-12.37%
20174.85%1.28%3.94%3.65%
20166.05%4.98%6.55%2.94%
20152.05%-0.19%-8.32%3.57%
20144.02%5.12%-1.46%5.97%
201311.14%-1.14%3.50%10.53%
20128.16%-5.00%8.13%1.79%
20116.76%0.69%-22.05%13.03%
20105.27%-9.38%11.68%13.94%
20092.18%13.60%15.47%5.37%
2008-8.84%10.40%-24.93%-27.46%
20070.51%4.40%2.52%-1.05%
20062.82%-2.02%4.19%4.21%
2005-1.22%2.19%2.32%1.52%
20041.42%-0.90%-0.43%5.97%
2003-1.56%9.14%1.07%8.06%
20020.50%-6.31%-8.74%4.12%
2001-6.89%2.07%-7.75%6.73%
20003.29%-1.71%1.34%-3.73%
19991.49%3.58%-3.66%10.50%
19981.16%-4.02%9.11%N/A

Rank in category (by total return)

YTD1
1-month12
3-month4
1-year1
3-year2
5-year3

Load adjusted returns

1-year22.71%
3-year7.26%
5-year9.67%
10-year10.12%