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Wells Fargo Special Small Cap Value Adm (ESPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.10+0.92 (+2.41%)
As of 08:05AM EST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.37%
5-year average return6.49%
Number of years up18
Number of years down8
Best 1-yr total return (29 Nov 2023)38.39%
Worst 1-yr total return (29 Nov 2023)N/A
Best 3-yr total return38.39%
Worst 3-yr total return3.07%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnESPIXCategory
YTD7.37%26.79%
1-month6.83%-1.77%
3-month-2.85%4.45%
1-year2.13%71.02%
3-year8.31%9.35%
5-year6.49%12.17%
10-year7.12%9.95%
Last bull market53.32%28.07%
Last bear market-12.06%-24.24%

Annual total return (%) history

Year
ESPIXCategory
2023
N/AN/A
2022
-13.81%N/A
2021
27.83%N/A
2020
1.21%4.02%
2019
28.16%21.43%
2018
-13.62%-15.46%
2017
11.15%8.54%
2016
29.05%25.99%
2015
-4.35%-6.71%
2014
7.65%3.34%
2013
38.39%36.22%
2012
13.71%16.00%
2011
-1.91%-4.45%
2010
22.96%26.17%
2009
30.19%31.32%
2008
-31.59%-32.24%
2007
-7.86%-6.08%
2006
21.70%16.27%
2005
10.78%6.40%
2004
20.42%21.14%
2003
35.65%42.38%
2002
-6.81%-10.12%
2001
18.46%15.92%
2000
15.42%18.64%
1999
6.66%6.78%
1998
-1.26%-6.93%
1997
29.25%27.89%
1996
N/A22.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.09%5.07%-2.44%N/A
2022-4.11%-12.06%-8.51%11.72%
202119.44%3.10%-2.83%6.83%
2020-33.63%17.43%1.31%28.17%
201913.45%3.59%0.68%8.30%
2018-1.23%4.74%2.47%-18.51%
20170.24%1.18%4.14%5.24%
20164.47%4.07%7.03%10.90%
20154.14%-1.00%-9.92%2.99%
20143.98%1.81%-6.18%8.40%
20139.00%3.66%9.73%11.61%
201212.27%-4.13%0.99%4.61%
20114.18%-0.09%-19.64%17.27%
20108.99%-9.02%7.89%14.93%
2009-13.59%17.07%23.80%3.96%
2008-4.56%-2.85%-0.26%-26.02%
20071.82%4.85%-6.36%-7.83%
200612.53%-3.01%2.21%9.09%
20050.47%3.64%5.12%1.20%
20044.52%4.64%-1.52%11.81%
2003-5.22%17.31%6.42%14.65%
20029.41%-4.72%-16.02%6.45%
20011.86%11.77%-8.85%14.16%
20002.35%1.12%5.15%6.07%
1999-6.22%16.61%-4.87%2.52%
19989.11%-0.44%-17.97%10.81%
19973.25%12.32%14.13%-2.35%
199610.12%N/AN/AN/A

Rank in category (by total return)

YTD25
1-month30
3-month29
1-year19
3-year69
5-year51

Load adjusted returns

1-year1.01%
3-year11.27%
5-year5.33%
10-year6.93%