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Wells Fargo Premier Large Co Gr A (EKJAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.58+0.16 (+1.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.03%
5-year average return10.85%
Number of years up19
Number of years down6
Best 1-yr total return (2 May 2024)39.61%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return39.61%
Worst 3-yr total return-0.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKJAXCategory
YTD10.36%12.38%
1-month-5.14%5.09%
3-month5.52%10.28%
1-year30.94%41.70%
3-year0.79%22.56%
5-year10.37%21.98%
10-year11.83%15.99%
Last bull market34.79%25.99%
Last bear market-21.78%-17.29%

Annual total return (%) history

Year
EKJAXCategory
2024
N/AN/A
2023
33.02%N/A
2022
-33.88%N/A
2021
13.62%N/A
2020
39.36%35.86%
2019
33.16%31.90%
2018
0.93%-2.09%
2017
33.93%27.67%
2016
-3.58%3.23%
2015
2.21%3.60%
2014
8.48%10.00%
2013
33.05%33.92%
2012
16.43%15.34%
2011
2.66%-2.46%
2010
14.88%15.53%
2009
39.61%35.68%
2008
-28.70%-40.67%
2007
10.57%13.35%
2006
7.38%7.05%
2005
6.62%6.71%
2004
4.68%7.81%
2003
27.57%28.66%
2002
-23.94%-27.64%
2001
-18.08%-22.30%
2000
-15.45%-13.05%
1999
37.40%38.87%
1998
N/A34.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.35%N/AN/AN/A
202311.41%10.78%-5.29%13.79%
2022-12.77%-21.78%-3.49%0.40%
20211.18%9.43%0.96%1.64%
2020-16.36%31.23%11.50%13.88%
201918.39%6.70%-1.71%7.24%
20185.22%6.26%8.80%-17.04%
201710.33%6.36%6.25%7.41%
2016-4.38%-0.50%5.47%-3.91%
20153.46%-0.32%-6.39%5.87%
2014-0.42%3.22%0.68%4.82%
20137.24%1.65%12.35%8.64%
201218.49%-6.48%6.83%-1.64%
20116.16%2.04%-13.87%10.03%
20102.73%-11.96%13.64%11.77%
2009-2.24%11.62%14.04%12.19%
2008-10.61%0.41%-2.17%-18.80%
2007-0.94%10.75%4.42%-3.48%
20063.62%-6.15%3.57%6.61%
2005-4.93%2.43%5.38%3.90%
20041.94%-0.47%-5.25%8.89%
2003-3.29%14.68%2.41%12.32%
2002-3.44%-12.48%-13.33%3.85%
2001-14.87%6.33%-20.68%14.11%
200014.52%-7.35%-1.71%-18.93%
19997.12%3.92%-3.33%27.68%
19980.76%-8.86%20.95%N/A

Rank in category (by total return)

YTD10
1-month71
3-month20
1-year48
3-year83
5-year83

Load adjusted returns

1-year23.41%
3-year-1.18%
5-year9.07%
10-year11.17%