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Wells Fargo Diversified Cap Bldr Adm (EKBDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.09+0.01 (+0.08%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.05%
5-year average return11.65%
Number of years up9
Number of years down4
Best 1-yr total return (5 May 2024)27.51%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return27.51%
Worst 3-yr total return5.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKBDXCategory
YTD8.85%11.35%
1-month-3.17%0.99%
3-month6.32%5.92%
1-year30.29%32.83%
3-year9.48%11.75%
5-year11.05%11.53%
10-year10.89%8.98%
Last bull market31.10%17.67%
Last bear market-11.99%-15.71%

Annual total return (%) history

Year
EKBDXCategory
2024
N/AN/A
2023
22.22%N/A
2022
-13.33%N/A
2021
19.77%N/A
2020
12.73%13.51%
2019
27.51%21.35%
2018
-5.45%-7.93%
2017
14.46%15.80%
2016
22.27%7.93%
2015
-3.13%-2.77%
2014
14.63%5.71%
2013
25.87%21.31%
2012
13.54%13.42%
2011
-5.25%-3.80%
2010
N/A13.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.41%N/AN/AN/A
20234.93%6.25%-3.10%13.13%
2022-4.89%-11.99%-6.96%11.30%
20212.21%4.95%-0.85%12.61%
2020-18.59%17.14%6.39%11.11%
201913.40%4.50%1.71%5.79%
20180.51%0.79%6.47%-12.33%
20174.75%1.28%4.14%3.60%
20166.01%5.12%6.57%2.95%
20152.11%-0.13%-8.37%3.68%
20144.22%5.07%-1.29%6.04%
201311.21%-1.06%3.57%10.45%
20128.39%-4.93%8.18%1.85%
20116.78%0.69%-21.93%12.88%
201014.07%N/AN/AN/A

Rank in category (by total return)

YTD1
1-month12
3-month3
1-year1
3-year2
5-year2

Load adjusted returns

1-year30.29%
3-year9.48%
5-year11.05%
10-year10.89%