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Wells Fargo Premier Large Co Gr R4 (EKJRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.35-0.10 (-0.74%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.25%
5-year average return8.55%
Number of years up8
Number of years down2
Best 1-yr total return (15 Jun 2023)39.82%
Worst 1-yr total return (15 Jun 2023)N/A
Best 3-yr total return39.82%
Worst 3-yr total return1.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKJRXCategory
YTD22.25%12.38%
1-month7.32%5.09%
3-month13.62%10.28%
1-year23.04%41.70%
3-year6.12%22.56%
5-year8.55%21.98%
10-year11.89%15.99%
Last bull market36.15%25.99%
Last bear market-21.71%-17.29%

Annual total return (%) history

Year
EKJRXCategory
2023
N/AN/A
2022
-33.58%N/A
2021
14.03%N/A
2020
39.82%35.86%
2019
33.54%31.90%
2018
1.18%-2.09%
2017
34.42%27.67%
2016
-3.30%3.23%
2015
2.57%3.60%
2014
8.79%10.00%
2013
33.52%33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202311.54%N/AN/AN/A
2022-12.59%-21.71%-3.38%0.46%
20211.28%9.50%1.05%1.75%
2020-16.27%31.31%11.57%13.98%
201918.50%6.83%-1.70%7.31%
20185.26%6.38%8.87%-17.00%
201710.46%6.41%6.35%7.53%
2016-4.30%-0.42%5.50%-3.82%
20153.53%-0.25%-6.28%5.97%
2014-0.34%3.32%0.74%4.89%
20137.37%1.72%12.48%8.70%

Rank in category (by total return)

YTD58
1-month58
3-month58
1-year68
3-year84
5-year78

Load adjusted returns

1-year3.79%
3-year5.05%
5-year8.32%
10-year11.15%