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Wells Fargo Global Small Cap Admin (EKGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.96-0.15 (-0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.27%
5-year average return5.43%
Number of years up17
Number of years down9
Best 1-yr total return (30 May 2024)31.31%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return31.31%
Worst 3-yr total return0.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKGYXCategory
YTD-4.39%12.99%
1-month-5.72%1.30%
3-month-2.44%6.38%
1-year4.76%53.27%
3-year-4.81%14.94%
5-year3.43%15.72%
10-year5.77%9.30%
Last bull market19.72%18.45%
Last bear market-14.44%-25.47%

Annual total return (%) history

Year
EKGYXCategory
2024
N/AN/A
2023
14.33%N/A
2022
-24.69%N/A
2021
21.49%N/A
2020
10.02%24.89%
2019
24.61%26.49%
2018
-11.24%-14.25%
2017
24.18%25.44%
2016
18.81%9.32%
2015
-1.02%-1.23%
2014
0.26%-0.42%
2013
27.27%30.99%
2012
22.32%18.46%
2011
-17.87%-11.76%
2010
31.31%20.56%
2009
27.72%47.20%
2008
-40.15%-44.69%
2007
16.93%9.94%
2006
22.87%19.63%
2005
21.71%14.86%
2004
24.07%20.29%
2003
49.75%44.66%
2002
-20.47%-18.01%
2001
-13.45%-15.09%
2000
-8.25%-7.00%
1999
77.31%56.41%
1998
-3.26%1.76%
1997
N/A2.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.41%N/AN/AN/A
20234.55%4.19%-5.53%11.11%
2022-14.96%-14.44%-9.69%14.61%
202113.05%5.14%-1.49%3.76%
2020-24.94%15.29%5.72%20.24%
201912.61%2.22%-1.11%9.46%
2018-0.32%2.06%1.84%-14.33%
20174.72%5.36%6.94%5.24%
20164.50%1.06%9.28%2.95%
20154.75%0.90%-8.82%2.71%
20142.22%3.08%-7.50%2.86%
20136.69%-0.87%10.25%9.15%
201215.35%-6.57%6.74%6.32%
20114.56%-2.29%-24.50%6.48%
20108.27%-11.65%17.26%17.06%
2009-13.36%17.82%21.56%2.93%
2008-10.64%-0.52%-15.42%-20.40%
20077.82%7.14%2.49%-1.24%
200613.48%-3.49%1.13%10.94%
20053.61%-0.71%10.71%6.86%
20044.72%-1.84%1.64%18.76%
2003-5.34%21.86%14.06%13.81%
2002-0.11%-6.31%-17.46%2.97%
2001-19.90%14.75%-21.65%20.19%
200014.05%-6.80%-4.19%-9.90%
19992.32%14.84%3.96%45.15%
199814.40%-0.71%-23.49%11.32%
199711.80%6.54%-5.92%N/A

Rank in category (by total return)

YTD68
1-month72
3-month87
1-year59
3-year44
5-year82

Load adjusted returns

1-year4.76%
3-year-4.81%
5-year3.43%
10-year5.77%