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Wells Fargo Omega Growth A (EKOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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57.23+0.77 (+1.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.60%
5-year average return9.92%
Number of years up39
Number of years down16
Best 1-yr total return (2 May 2024)42.79%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return42.79%
Worst 3-yr total return-1.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKOAXCategory
YTD4.72%12.38%
1-month-5.11%5.09%
3-month2.71%10.28%
1-year23.99%41.70%
3-year-1.65%22.56%
5-year9.40%21.98%
10-year11.23%15.99%
Last bull market29.82%25.99%
Last bear market-26.09%-17.29%

Annual total return (%) history

Year
EKOAXCategory
2024
N/AN/A
2023
33.10%N/A
2022
-37.32%N/A
2021
14.69%N/A
2020
42.79%35.86%
2019
36.72%31.90%
2018
-0.04%-2.09%
2017
34.34%27.67%
2016
0.14%3.23%
2015
1.04%3.60%
2014
3.55%10.00%
2013
38.85%33.92%
2012
20.09%15.34%
2011
-5.67%-2.46%
2010
18.99%15.53%
2009
42.53%35.68%
2008
-27.75%-40.67%
2007
11.43%13.35%
2006
5.12%7.05%
2005
3.26%6.71%
2004
6.35%7.81%
2003
39.06%28.66%
2002
-26.72%-27.64%
2001
-15.61%-22.30%
2000
-13.61%-13.05%
1999
44.29%38.87%
1998
27.20%34.55%
1997
24.53%26.36%
1996
11.31%19.76%
1995
36.94%32.65%
1994
-5.66%-2.45%
1993
19.33%8.69%
1992
4.00%5.92%
1991
54.49%40.07%
1990
-2.38%-3.78%
1989
33.05%27.76%
1988
14.05%12.55%
1987
8.27%1.56%
1986
12.07%14.05%
1985
32.28%28.64%
1984
-0.53%-3.94%
1983
22.02%18.56%
1982
-8.29%32.75%
1981
-8.45%-2.13%
1980
37.61%40.60%
1979
37.70%32.37%
1978
7.63%15.06%
1977
0.32%2.56%
1976
51.44%22.23%
1975
12.80%35.35%
1974
-20.46%-31.34%
1973
-18.10%-28.56%
1972
43.49%19.23%
1971
22.09%24.89%
1970
-25.31%-10.89%
1969
-18.87%-9.80%
1968
N/A15.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.36%N/AN/AN/A
202311.77%8.90%-5.85%16.15%
2022-14.10%-26.09%-3.67%2.48%
2021-1.62%11.22%1.06%3.72%
2020-15.05%31.15%10.72%15.75%
201918.85%7.48%-2.18%9.41%
20183.63%7.01%7.43%-16.10%
201710.21%7.26%5.59%7.62%
2016-5.27%2.85%3.84%-1.01%
20152.90%0.28%-8.59%7.12%
2014-1.47%3.23%-1.23%3.08%
20138.81%2.93%11.84%10.86%
201219.27%-5.52%6.71%-0.12%
20117.89%-1.45%-19.41%10.09%
20103.15%-11.93%15.46%13.45%
2009-0.73%13.11%15.28%10.10%
2008-10.23%1.10%-1.23%-19.41%
2007-0.55%10.76%4.59%-3.28%
20065.08%-9.02%3.14%6.60%
2005-5.05%0.92%6.02%1.64%
20043.30%-1.56%-4.33%9.30%
2003-0.71%16.71%6.95%12.20%
2002-3.88%-12.69%-14.28%1.86%
2001-15.93%10.04%-19.66%13.56%
200020.69%-4.49%0.67%-25.55%
19997.87%6.26%-2.51%29.12%
199813.50%0.08%-10.34%24.89%
1997-5.74%14.53%12.49%2.53%
19962.76%0.47%3.42%4.25%
19955.86%9.54%11.64%5.78%
1994-4.15%-5.61%5.68%-1.33%
19935.37%2.76%12.38%-1.93%
1992-0.90%-5.25%0.90%9.79%
199126.03%-2.61%12.68%11.71%
1990-0.62%9.23%-14.82%5.58%
19896.52%8.11%13.41%1.87%
19888.03%4.90%-1.97%2.66%
198726.91%2.01%3.77%-19.40%
198618.23%-0.31%-9.18%4.71%
19855.95%13.26%-5.39%16.50%
1984-8.84%-3.85%7.47%5.58%
198313.85%18.41%-5.63%-4.08%
1982-17.59%-2.22%2.91%10.59%
19816.13%1.31%-21.39%8.32%
1980-14.98%29.43%14.27%9.45%
197911.57%11.93%10.27%0.01%
1978-6.44%9.96%6.07%-1.37%
19771.19%6.90%-5.81%-1.55%
197627.19%15.09%-6.00%10.05%
19755.19%26.81%-12.39%-3.47%
1974-11.92%-5.20%-11.13%7.18%
1973-19.19%-11.14%13.36%0.61%
197214.74%17.65%-1.36%7.77%
197116.57%6.07%-2.79%1.58%
1970-10.72%-24.72%12.06%-0.83%
1969-11.68%-6.47%-1.79%0.00%
19688.42%3.15%N/AN/A

Rank in category (by total return)

YTD73
1-month69
3-month73
1-year76
3-year92
5-year89

Load adjusted returns

1-year16.86%
3-year-3.57%
5-year8.12%
10-year10.58%