UK markets close in 5 hours 17 minutes

Wells Fargo Diversified Cap Bldr C (EKBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.67+0.05 (+0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.68%
5-year average return10.10%
Number of years up17
Number of years down8
Best 1-yr total return (30 Apr 2024)40.17%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return40.17%
Worst 3-yr total return4.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKBCXCategory
YTD12.20%11.35%
1-month3.54%0.99%
3-month12.20%5.92%
1-year29.85%32.83%
3-year10.81%11.75%
5-year11.66%11.53%
10-year10.26%8.98%
Last bull market26.44%17.67%
Last bear market-12.14%-15.71%

Annual total return (%) history

Year
EKBCXCategory
2024
N/AN/A
2023
21.13%N/A
2022
-13.99%N/A
2021
18.84%N/A
2020
11.76%13.51%
2019
26.58%21.35%
2018
-6.27%-7.93%
2017
13.44%15.80%
2016
21.35%7.93%
2015
-4.06%-2.77%
2014
13.41%5.71%
2013
24.58%21.31%
2012
12.40%13.42%
2011
-6.05%-3.80%
2010
20.54%13.49%
2009
40.17%29.37%
2008
-45.61%-34.34%
2007
5.58%7.43%
2006
8.73%13.07%
2005
4.00%7.35%
2004
5.44%10.93%
2003
16.53%25.10%
2002
-11.19%-14.51%
2001
-7.26%-9.67%
2000
-1.71%-1.68%
1999
11.08%20.12%
1998
N/A10.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.20%N/AN/AN/A
20234.67%6.08%-3.34%12.87%
2022-5.12%-12.14%-7.22%11.21%
20212.10%4.69%-1.03%12.34%
2020-18.82%16.98%6.18%10.84%
201913.22%4.31%1.52%5.57%
20180.34%0.56%6.27%-12.58%
20174.49%1.10%3.84%3.41%
20165.85%4.89%6.25%2.87%
20151.90%-0.38%-8.59%3.39%
20143.93%4.82%-1.54%5.73%
201310.89%-1.33%3.31%10.21%
20127.93%-5.04%7.92%1.62%
20116.56%0.41%-22.07%12.67%
20105.26%-9.55%11.29%13.76%
20091.96%13.40%15.27%5.17%
2008-8.90%10.06%-25.08%-27.60%
20070.22%4.21%2.34%-1.22%
20062.64%-2.20%4.00%4.14%
2005-1.39%2.01%2.03%1.34%
20041.25%-0.95%-0.73%5.91%
2003-1.60%8.82%0.88%7.88%
20020.43%-6.60%-8.77%3.78%
2001-7.06%1.87%-7.92%6.38%
20003.10%-1.89%1.14%-3.93%
19991.29%3.38%-3.84%10.31%
19981.05%-4.19%8.89%N/A

Rank in category (by total return)

YTD2
1-month13
3-month2
1-year4
3-year4
5-year5

Load adjusted returns

1-year28.85%
3-year10.81%
5-year11.66%
10-year10.26%