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Wells Fargo Disciplined Small Cap Adm (NVSOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.66+0.10 (+0.80%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.61%
5-year average return8.47%
Number of years up20
Number of years down7
Best 1-yr total return (25 Apr 2024)34.82%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return34.82%
Worst 3-yr total return3.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNVSOXCategory
YTD6.98%20.19%
1-month3.25%0.02%
3-month6.98%4.36%
1-year26.03%60.18%
3-year5.81%11.32%
5-year10.45%13.88%
10-year8.03%11.19%
Last bull market48.75%27.98%
Last bear market-15.69%-24.08%

Annual total return (%) history

Year
NVSOXCategory
2024
N/AN/A
2023
21.04%N/A
2022
-15.99%N/A
2021
23.48%N/A
2020
11.84%10.99%
2019
22.52%23.75%
2018
-18.46%-12.72%
2017
14.84%12.28%
2016
19.43%20.78%
2015
-1.35%-5.38%
2014
8.71%3.79%
2013
34.82%37.39%
2012
12.54%15.46%
2011
-4.40%-4.07%
2010
20.83%25.61%
2009
33.82%31.80%
2008
-32.23%-36.56%
2007
11.07%-1.10%
2006
21.79%15.03%
2005
6.36%6.75%
2004
25.83%18.94%
2003
36.89%43.41%
2002
-18.94%-16.22%
2001
12.94%8.92%
2000
30.91%11.89%
1999
13.82%19.95%
1998
-9.36%-3.03%
1997
27.42%26.36%
1996
N/A21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.98%N/AN/AN/A
20232.75%6.08%-2.78%14.22%
2022-6.90%-15.69%-2.43%9.69%
202113.41%4.31%-1.90%6.41%
2020-33.26%23.77%5.70%28.10%
201912.00%2.26%-2.44%9.66%
2018-1.79%3.91%1.96%-21.64%
20173.93%2.82%3.35%3.99%
20161.63%2.70%6.31%7.64%
20154.87%-0.20%-8.43%2.94%
20142.02%2.82%-4.97%9.06%
201311.29%3.78%9.38%6.72%
20129.43%-3.71%5.00%1.72%
20116.57%-1.12%-20.35%13.90%
20105.15%-7.45%10.34%12.52%
2009-8.55%19.83%15.56%5.67%
2008-7.95%2.92%-5.81%-24.06%
20074.67%6.37%1.16%-1.39%
200613.73%-3.10%1.60%8.77%
2005-3.57%3.79%4.64%1.55%
20047.96%2.00%0.78%13.38%
2003-4.62%17.57%8.16%12.86%
20022.53%-9.60%-17.42%5.92%
2001-5.07%13.99%-11.43%17.84%
200018.43%2.01%7.57%0.73%
1999-8.24%17.59%-6.22%12.49%
199811.04%-4.87%-23.27%11.82%
1997-1.72%18.65%14.44%-4.52%
19963.77%N/AN/AN/A

Rank in category (by total return)

YTD31
1-month75
3-month31
1-year8
3-year20
5-year34

Load adjusted returns

1-year26.03%
3-year5.81%
5-year10.45%
10-year8.03%