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Wells Fargo Premier Large Co Gr Inst (EKJYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.410.00 (0.00%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.80%
5-year average return12.75%
Number of years up18
Number of years down6
Best 1-yr total return (20 Jun 2024)40.11%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return40.11%
Worst 3-yr total return0.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKJYXCategory
YTD17.12%12.38%
1-month5.97%5.09%
3-month2.81%10.28%
1-year35.34%41.70%
3-year4.28%22.56%
5-year13.10%21.98%
10-year12.60%15.99%
Last bull market35.01%25.99%
Last bear market-21.67%-17.29%

Annual total return (%) history

Year
EKJYXCategory
2024
N/AN/A
2023
33.53%N/A
2022
-33.69%N/A
2021
14.15%N/A
2020
39.94%35.86%
2019
33.71%31.90%
2018
1.32%-2.09%
2017
34.44%27.67%
2016
-3.22%3.23%
2015
2.69%3.60%
2014
9.00%10.00%
2013
33.61%33.92%
2012
16.90%15.34%
2011
2.98%-2.46%
2010
15.32%15.53%
2009
40.11%35.68%
2008
-28.65%-40.67%
2007
10.88%13.35%
2006
7.68%7.05%
2005
6.95%6.71%
2004
5.02%7.81%
2003
28.01%28.66%
2002
-23.85%-27.64%
2001
-17.79%-22.30%
2000
-15.32%-13.05%
1999
N/A38.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.58%N/AN/AN/A
202311.60%10.88%-5.18%13.80%
2022-12.76%-21.67%-3.40%0.45%
20211.31%9.51%1.04%1.83%
2020-16.21%31.23%11.68%13.96%
201918.57%6.82%-1.68%7.37%
20185.29%6.47%8.86%-16.97%
201710.48%6.44%6.31%7.53%
2016-4.35%-0.42%5.62%-3.80%
20153.59%-0.25%-6.27%6.02%
2014-0.28%3.39%0.74%4.95%
20137.27%1.89%12.38%8.77%
201218.62%-6.35%6.88%-1.54%
20116.16%2.14%-13.75%10.11%
20102.73%-11.84%13.72%11.97%
2009-2.07%11.80%14.02%12.24%
2008-10.60%0.54%-2.17%-18.87%
2007-0.81%10.72%4.53%-3.42%
20063.77%-6.15%3.57%6.75%
2005-4.78%2.43%5.54%3.90%
20041.94%-0.16%-5.41%9.09%
2003-3.11%14.78%2.43%12.39%
2002-3.32%-12.58%-13.27%3.88%
2001-14.81%6.40%-20.63%14.26%
200014.61%-7.28%-1.73%-18.90%
1999-3.19%27.69%N/AN/A

Rank in category (by total return)

YTD11
1-month34
3-month42
1-year26
3-year76
5-year78

Load adjusted returns

1-year35.34%
3-year4.28%
5-year13.10%
10-year12.60%