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Wells Fargo California Ltd-Trm Tx-FrInst (SFCNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.85-0.01 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.37%
5-year average return0.72%
Number of years up7
Number of years down2
Best 1-yr total return (23 May 2024)4.32%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return4.32%
Worst 3-yr total return-0.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFCNXCategory
YTD-0.37%0.43%
1-month-0.37%0.05%
3-month-0.20%0.59%
1-year2.51%1.95%
3-year-0.19%2.71%
5-year0.84%1.61%
10-year1.26%1.92%
Last bull market4.97%3.07%
Last bear market-1.23%3.10%

Annual total return (%) history

Year
SFCNXCategory
2024
N/AN/A
2023
4.32%N/A
2022
-4.51%N/A
2021
0.51%N/A
2020
2.24%2.46%
2019
3.90%4.17%
2018
0.89%1.77%
2017
2.39%1.47%
2016
-0.19%-0.14%
2015
1.95%0.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.00%N/AN/AN/A
20231.50%-0.13%-1.46%4.43%
2022-3.95%-1.23%-1.64%2.33%
2021-0.11%0.64%-0.25%0.22%
2020-1.47%1.96%0.74%1.01%
20191.51%1.21%0.53%0.60%
2018-0.72%0.72%-0.05%0.94%
20171.09%0.96%0.68%-0.36%
20161.01%1.13%0.11%-2.40%
20150.63%-0.28%1.04%0.55%

Rank in category (by total return)

YTD42
1-month38
3-month31
1-year35
3-year32
5-year38

Load adjusted returns

1-year2.51%
3-year-0.19%
5-year0.84%
10-year1.26%