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Wells Fargo Diversified Income Bldr Adm (EKSDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.79+0.03 (+0.52%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.67%
5-year average return3.76%
Number of years up10
Number of years down3
Best 1-yr total return (5 May 2024)16.28%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return16.28%
Worst 3-yr total return-1.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKSDXCategory
YTD3.85%5.91%
1-month-1.36%0.61%
3-month2.94%4.02%
1-year13.35%18.59%
3-year1.33%8.56%
5-year3.40%7.44%
10-year4.65%6.20%
Last bull market14.91%11.89%
Last bear market-10.89%-8.23%

Annual total return (%) history

Year
EKSDXCategory
2024
N/AN/A
2023
13.40%N/A
2022
-15.83%N/A
2021
8.26%N/A
2020
4.76%8.86%
2019
16.28%14.81%
2018
-5.32%-5.04%
2017
9.35%9.86%
2016
15.31%6.62%
2015
-1.77%-2.32%
2014
6.80%4.02%
2013
8.92%7.23%
2012
14.49%9.40%
2011
1.62%1.70%
2010
N/A10.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.27%N/AN/AN/A
20233.26%3.17%-1.17%7.70%
2022-6.50%-10.89%-3.38%4.56%
20211.69%3.10%0.04%3.22%
2020-14.22%10.49%3.87%6.41%
20199.34%2.47%0.27%3.50%
2018-1.65%0.84%2.62%-6.97%
20172.94%2.04%2.66%1.41%
20164.45%3.26%5.34%1.50%
20152.26%-0.31%-5.20%1.64%
20143.42%3.17%-1.60%1.73%
20134.41%-2.20%1.39%5.21%
20125.33%-0.28%6.03%2.81%
20113.88%1.07%-10.29%7.89%
20106.18%N/AN/AN/A

Rank in category (by total return)

YTD4
1-month3
3-month3
1-year3
3-year15
5-year66

Load adjusted returns

1-year13.35%
3-year1.33%
5-year3.40%
10-year4.65%