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Wells Fargo Special Small Cap Value Adm (ESPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.29+0.51 (+1.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.46%
5-year average return4.49%
Number of years up18
Number of years down8
Best 1-yr total return (13 Mar 2023)38.39%
Worst 1-yr total return (13 Mar 2023)N/A
Best 3-yr total return38.39%
Worst 3-yr total return3.07%

Trailing returns (%) vs. Benchmarks

ReturnESPIXCategory
YTD1.46%26.79%
1-month-8.17%-1.77%
3-month-0.80%4.45%
1-year-6.57%71.02%
3-year16.73%9.35%
5-year4.49%12.17%
10-year8.88%9.95%
Last bull market53.32%28.07%
Last bear market-12.06%-24.24%

Annual total return (%) history

Year
ESPIXCategory
2022
-15.02%N/A
2021
25.51%N/A
2020
-3.16%4.02%
2019
28.63%21.43%
2018
-10.34%-15.46%
2017
10.43%8.54%
2016
32.77%25.99%
2015
-5.02%-6.71%
2014
4.03%3.34%
2013
37.12%36.22%
2012
14.13%16.00%
2011
-1.35%-4.45%
2010
24.33%26.17%
2009
26.92%31.32%
2008
-30.74%-32.24%
2007
-8.40%-6.08%
2006
19.90%16.27%
2005
9.73%6.40%
2004
19.87%21.14%
2003
37.02%42.38%
2002
-8.37%-10.12%
2001
17.01%15.92%
2000
16.53%18.64%
1999
5.96%6.78%
1998
-2.30%-6.93%
1997
29.43%27.89%
1996
36.98%22.50%
1995
30.26%22.49%
1994
-3.32%-0.53%
1993
N/A17.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-3.84%-11.80%-8.25%12.04%
202119.79%3.40%-2.55%7.14%
2020-33.43%17.78%1.61%28.54%
201913.79%3.90%0.98%8.62%
2018-0.94%5.05%2.77%-18.26%
20170.54%1.48%4.45%5.56%
20164.78%4.38%7.35%11.23%
20154.42%-0.71%-9.65%3.29%
20144.26%2.08%-5.93%8.69%
20139.30%3.94%10.03%11.91%
201212.58%-3.86%1.26%4.89%
20114.46%0.18%-19.42%17.59%
20109.30%-8.76%8.18%15.25%
2009-13.36%17.39%24.15%4.25%
2008-4.31%-2.59%0.01%-25.83%
20072.08%5.13%-6.11%-7.59%
200612.83%-2.75%2.48%9.38%
20050.74%3.92%5.40%1.47%
20044.79%4.91%-1.25%12.10%
2003-5.00%17.59%6.69%14.95%
20029.67%-4.49%-15.82%6.70%
20012.10%12.03%-8.63%14.43%
20002.59%1.36%5.40%6.33%
1999-5.99%16.89%-4.63%2.77%
19989.38%-0.19%-17.77%11.09%
19973.54%12.63%14.45%-2.09%
19969.65%8.11%4.93%10.44%
19955.58%10.87%5.38%5.61%
1994-2.58%-3.39%4.71%-1.90%
19935.69%2.03%N/AN/A

Rank in category (by total return)

YTD31
1-month34
3-month21
1-year63
3-year84
5-year56

Load adjusted returns

1-year-2.62%
3-year12.24%
5-year6.77%
10-year10.06%