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Wells Fargo Precious Metals A (EKWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.62-0.16 (-0.32%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.78%
5-year average return10.99%
Number of years up14
Number of years down11
Best 1-yr total return (2 May 2024)46.70%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return46.70%
Worst 3-yr total return-28.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKWAXCategory
YTD6.22%-4.69%
1-month3.44%-11.76%
3-month15.73%6.45%
1-year-1.56%11.83%
3-year0.94%16.23%
5-year10.36%5.29%
10-year3.52%-4.43%
Last bull market12.87%-13.05%
Last bear market-26.20%-16.06%

Annual total return (%) history

Year
EKWAXCategory
2024
N/AN/A
2023
8.83%N/A
2022
-7.68%N/A
2021
-11.06%N/A
2020
24.36%34.38%
2019
40.35%38.98%
2018
-12.83%-17.80%
2017
9.67%11.33%
2016
45.51%54.81%
2015
-24.58%-23.25%
2014
-6.81%-10.03%
2013
-48.61%-48.80%
2012
-7.74%-9.20%
2011
-16.06%-20.68%
2010
37.84%41.56%
2009
46.70%52.56%
2008
-21.92%-29.85%
2007
23.68%23.19%
2006
36.38%31.64%
2005
35.59%30.81%
2004
-5.81%-8.21%
2003
66.77%57.15%
2002
72.38%63.93%
2001
25.94%19.57%
2000
-13.35%-16.92%
1999
3.72%6.16%
1998
N/A-10.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.69%N/AN/AN/A
202312.93%-5.81%-10.44%14.23%
202215.67%-26.20%-9.93%20.07%
2021-12.78%3.39%-10.65%10.39%
2020-19.63%56.91%5.98%-6.95%
20198.33%14.02%4.26%8.97%
2018-8.74%2.38%-16.74%12.05%
20178.27%-1.33%1.63%1.01%
201641.63%37.49%-4.36%-21.87%
2015-5.39%-0.97%-18.67%-1.03%
201411.47%15.31%-18.86%-10.64%
2013-16.79%-34.65%10.94%-14.82%
2012-2.65%-11.48%23.36%-13.22%
2011-2.77%-5.50%-1.94%-6.84%
2010-1.49%13.02%14.92%7.74%
20099.67%5.28%18.87%6.88%
20088.56%2.16%-28.94%-0.92%
20070.52%-1.79%20.66%3.83%
200621.20%3.62%-5.76%15.23%
2005-3.10%0.09%22.26%14.34%
2004-0.17%-18.19%14.77%0.49%
2003-11.20%15.54%24.68%30.36%
200237.41%13.82%-4.16%15.01%
2001-3.36%24.23%3.46%1.40%
2000-13.40%1.08%-4.39%3.53%
1999-5.66%0.09%24.55%-11.81%
1998-17.53%3.36%-5.91%N/A

Rank in category (by total return)

YTD65
1-month89
3-month69
1-year70
3-year6
5-year41

Load adjusted returns

1-year-7.22%
3-year-1.03%
5-year9.07%
10-year2.90%