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Wells Fargo Omega Growth Inst (EKONX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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70.42+0.95 (+1.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.29%
5-year average return10.41%
Number of years up11
Number of years down2
Best 1-yr total return (1 May 2024)43.39%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return43.39%
Worst 3-yr total return-1.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKONXCategory
YTD4.85%12.38%
1-month-5.08%5.09%
3-month2.81%10.28%
1-year24.47%41.70%
3-year-1.26%22.56%
5-year9.85%21.98%
10-year11.71%15.99%
Last bull market30.03%25.99%
Last bear market-26.02%-17.29%

Annual total return (%) history

Year
EKONXCategory
2024
N/AN/A
2023
33.61%N/A
2022
-37.06%N/A
2021
15.16%N/A
2020
43.39%35.86%
2019
37.30%31.90%
2018
0.39%-2.09%
2017
34.90%27.67%
2016
0.57%3.23%
2015
1.54%3.60%
2014
4.09%10.00%
2013
39.54%33.92%
2012
20.68%15.34%
2011
-5.19%-2.46%
2010
N/A15.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
202311.86%9.03%-5.78%16.26%
2022-14.01%-26.02%-3.57%2.60%
2021-1.51%11.32%1.15%3.84%
2020-14.95%31.29%10.83%15.86%
201918.97%7.61%-2.07%9.51%
20183.73%7.12%7.56%-16.00%
201710.34%7.36%5.70%7.74%
2016-5.18%2.94%3.98%-0.91%
20153.01%0.42%-8.48%7.25%
2014-1.33%3.37%-1.12%3.21%
20138.95%3.05%11.98%10.98%
201219.39%-5.39%6.84%-0.00%
20118.03%-1.33%-19.30%10.22%
201013.60%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month68
3-month72
1-year75
3-year90
5-year87

Load adjusted returns

1-year24.47%
3-year-1.26%
5-year9.85%
10-year11.71%