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Wells Fargo Omega Growth R (EKORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.80-0.37 (-0.80%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.21%
5-year average return7.97%
Number of years up14
Number of years down5
Best 1-yr total return (15 Jun 2023)42.45%
Worst 1-yr total return (15 Jun 2023)N/A
Best 3-yr total return42.45%
Worst 3-yr total return0.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKORXCategory
YTD20.21%12.38%
1-month6.36%5.09%
3-month11.63%10.28%
1-year23.93%41.70%
3-year3.88%22.56%
5-year7.97%21.98%
10-year11.05%15.99%
Last bull market37.09%25.99%
Last bear market-26.13%-17.29%

Annual total return (%) history

Year
EKORXCategory
2023
N/AN/A
2022
-37.47%N/A
2021
14.42%N/A
2020
42.45%35.86%
2019
36.36%31.90%
2018
-0.27%-2.09%
2017
34.00%27.67%
2016
-0.12%3.23%
2015
0.80%3.60%
2014
3.29%10.00%
2013
38.48%33.92%
2012
19.81%15.34%
2011
-5.90%-2.46%
2010
18.65%15.53%
2009
42.19%35.68%
2008
-27.94%-40.67%
2007
11.16%13.35%
2006
4.91%7.05%
2005
3.07%6.71%
2004
6.18%7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202311.68%N/AN/AN/A
2022-14.14%-26.13%-3.74%2.42%
2021-1.67%11.16%0.99%3.66%
2020-15.09%31.08%10.66%15.66%
201918.77%7.41%-2.24%9.34%
20183.56%6.96%7.36%-16.14%
201710.14%7.21%5.52%7.54%
2016-5.33%2.78%3.77%-1.08%
20152.84%0.22%-8.65%7.05%
2014-1.51%3.15%-1.31%3.02%
20138.75%2.87%11.74%10.78%
201219.21%-5.57%6.63%-0.18%
20117.87%-1.53%-19.47%10.00%
20103.06%-12.00%15.43%13.34%
2009-0.78%12.98%15.26%10.05%
2008-10.28%1.03%-1.32%-19.45%
2007-0.66%10.72%4.52%-3.30%
20065.03%-9.09%3.12%6.56%
2005-5.10%0.84%5.99%1.61%
20043.26%-1.60%-4.37%9.27%

Rank in category (by total return)

YTD61
1-month67
3-month58
1-year63
3-year92
5-year83

Load adjusted returns

1-year4.45%
3-year3.20%
5-year7.82%
10-year10.44%