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Wells Fargo Special Small Cap Value C (ESPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.63+0.23 (+0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.96%
5-year average return9.10%
Number of years up16
Number of years down7
Best 1-yr total return (27 Mar 2024)37.03%
Worst 1-yr total return (27 Mar 2024)N/A
Best 3-yr total return37.03%
Worst 3-yr total return2.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnESPCXCategory
YTD1.96%26.79%
1-month4.61%-1.77%
3-month12.70%4.45%
1-year10.58%71.02%
3-year4.78%9.35%
5-year7.44%12.17%
10-year7.07%9.95%
Last bull market52.28%28.07%
Last bear market-12.24%-24.24%

Annual total return (%) history

Year
ESPCXCategory
2023
17.79%N/A
2022
-14.52%N/A
2021
26.76%N/A
2020
0.44%4.02%
2019
27.13%21.43%
2018
-14.39%-15.46%
2017
10.24%8.54%
2016
27.92%25.99%
2015
-5.27%-6.71%
2014
6.57%3.34%
2013
37.03%36.22%
2012
12.59%16.00%
2011
-2.88%-4.45%
2010
21.72%26.17%
2009
28.89%31.32%
2008
-32.26%-32.24%
2007
-8.79%-6.08%
2006
20.50%16.27%
2005
9.63%6.40%
2004
19.24%21.14%
2003
34.32%42.38%
2002
-7.68%-10.12%
2001
17.27%15.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.87%4.84%-2.60%12.13%
2022-4.30%-12.24%-8.73%11.51%
202119.18%2.90%-3.05%6.61%
2020-33.75%17.16%1.18%27.91%
201913.28%3.33%0.48%8.10%
2018-1.45%4.49%2.27%-18.70%
20170.03%0.96%3.90%5.05%
20164.24%3.83%6.81%10.65%
20153.87%-1.23%-10.12%2.73%
20143.69%1.55%-6.43%8.16%
20138.73%3.39%9.48%11.34%
201212.00%-4.37%0.74%4.35%
20113.93%-0.32%-19.86%16.98%
20108.70%-9.24%7.63%14.62%
2009-13.77%16.67%23.49%3.76%
2008-4.78%-3.15%-0.44%-26.22%
20071.55%4.58%-6.58%-8.06%
200612.25%-3.24%1.94%8.83%
20050.22%3.37%4.80%0.96%
20044.23%4.38%-1.75%11.55%
2003-5.45%17.01%6.11%14.42%
20029.20%-4.93%-16.25%6.19%
20011.63%11.46%-9.09%13.88%

Rank in category (by total return)

YTD17
1-month16
3-month17
1-year28
3-year67
5-year64

Load adjusted returns

1-year9.58%
3-year4.78%
5-year7.44%
10-year7.07%