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Wells Fargo Enterprise Admin (SEPKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.26-0.04 (-0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.26%
5-year average return6.17%
Number of years up16
Number of years down5
Best 1-yr total return (26 Jun 2024)58.46%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return58.46%
Worst 3-yr total return-9.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSEPKXCategory
YTD6.85%10.80%
1-month2.50%4.43%
3-month-1.49%7.00%
1-year20.25%48.17%
3-year-6.52%21.26%
5-year7.21%20.18%
10-year8.78%14.07%
Last bull market35.29%27.14%
Last bear market-28.19%-21.26%

Annual total return (%) history

Year
SEPKXCategory
2024
N/AN/A
2023
24.06%N/A
2022
-41.89%N/A
2021
3.15%N/A
2020
58.46%39.26%
2019
40.75%32.52%
2018
-5.95%-6.65%
2017
28.62%23.91%
2016
4.24%6.03%
2015
-1.11%-0.95%
2014
2.12%7.00%
2013
42.41%34.93%
2012
15.56%14.07%
2011
-6.40%-3.96%
2010
28.95%24.61%
2009
40.53%39.11%
2008
-46.20%-43.77%
2007
18.09%15.09%
2006
12.29%9.00%
2005
9.11%9.84%
2004
15.38%13.23%
2003
37.89%35.96%
2002
N/A-27.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.97%N/AN/AN/A
202311.31%5.81%-8.03%14.52%
2022-18.71%-28.19%-2.30%1.89%
2021-4.75%10.85%-0.06%-2.24%
2020-17.36%34.56%15.66%23.20%
201922.65%9.35%-1.68%6.74%
20182.69%3.64%7.82%-18.05%
20179.88%6.50%4.28%5.39%
2016-4.99%6.76%3.08%-0.31%
20155.87%0.37%-10.51%4.00%
2014-0.69%1.76%-3.47%4.67%
201312.04%3.90%13.30%7.97%
201218.91%-7.28%5.04%-0.21%
20117.24%-0.73%-21.40%11.86%
20107.39%-9.90%15.61%15.28%
2009-1.22%13.85%17.48%6.37%
2008-13.87%14.15%-23.07%-28.86%
20074.67%8.21%6.39%-2.00%
200610.30%-3.80%-1.77%7.73%
2005-4.53%5.04%7.04%1.65%
20044.69%0.87%-5.43%15.54%
2003-0.94%16.85%9.49%8.81%
20020.57%N/AN/AN/A

Rank in category (by total return)

YTD31
1-month42
3-month44
1-year45
3-year89
5-year85

Load adjusted returns

1-year20.25%
3-year-6.52%
5-year7.21%
10-year8.78%