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Wells Fargo Precious Metals Inst (EKWYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.58+0.11 (+0.21%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.73%
5-year average return12.36%
Number of years up13
Number of years down10
Best 1-yr total return (8 May 2024)47.09%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return47.09%
Worst 3-yr total return-28.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEKWYXCategory
YTD6.33%-4.69%
1-month3.45%-11.76%
3-month15.80%6.45%
1-year-1.27%11.83%
3-year1.24%16.23%
5-year10.69%5.29%
10-year3.82%-4.43%
Last bull market13.00%-13.05%
Last bear market-26.13%-16.06%

Annual total return (%) history

Year
EKWYXCategory
2024
N/AN/A
2023
9.16%N/A
2022
-7.44%N/A
2021
-10.78%N/A
2020
24.75%34.38%
2019
40.76%38.98%
2018
-12.56%-17.80%
2017
10.00%11.33%
2016
45.84%54.81%
2015
-24.35%-23.25%
2014
-6.52%-10.03%
2013
-48.46%-48.80%
2012
-7.42%-9.20%
2011
-15.73%-20.68%
2010
38.21%41.56%
2009
47.09%52.56%
2008
-21.73%-29.85%
2007
24.02%23.19%
2006
36.78%31.64%
2005
36.01%30.81%
2004
-5.56%-8.21%
2003
67.20%57.15%
2002
72.86%63.93%
2001
26.14%19.57%
2000
N/A-16.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.78%N/AN/AN/A
202313.03%-5.74%-10.37%14.32%
202215.72%-26.13%-9.88%20.14%
2021-12.72%3.48%-10.61%10.51%
2020-19.55%57.04%6.04%-6.87%
20198.44%14.09%4.34%9.05%
2018-8.67%2.46%-16.68%12.14%
20178.35%-1.26%1.72%1.08%
201641.74%37.49%-4.27%-21.82%
2015-5.30%-0.92%-18.58%-0.97%
201411.56%15.40%-18.78%-10.59%
2013-16.73%-34.58%11.01%-14.77%
2012-2.55%-11.40%23.46%-13.15%
2011-2.65%-5.41%-1.85%-6.76%
2010-1.43%13.10%14.99%7.82%
20099.75%5.35%18.96%6.94%
20088.64%2.22%-28.90%-0.87%
20070.60%-1.73%20.74%3.90%
200621.27%3.72%-5.70%15.33%
2005-3.03%0.19%22.34%14.43%
2004-0.12%-18.12%14.80%0.59%
2003-11.14%15.60%24.79%30.43%
200237.46%13.92%-4.06%15.05%
2001-3.30%24.33%3.41%1.46%
20001.20%-4.25%3.62%N/A

Rank in category (by total return)

YTD62
1-month88
3-month67
1-year67
3-year4
5-year37

Load adjusted returns

1-year-1.27%
3-year1.24%
5-year10.69%
10-year3.82%