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Wells Fargo Opportunity A (SOPVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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50.97+0.09 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.36%
5-year average return11.51%
Number of years up16
Number of years down7
Best 1-yr total return (2 Jul 2024)47.24%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return47.24%
Worst 3-yr total return5.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSOPVXCategory
YTD5.93%12.38%
1-month1.20%5.09%
3-month-2.63%10.28%
1-year14.21%41.70%
3-year4.96%22.56%
5-year11.83%21.98%
10-year9.93%15.99%
Last bull market29.06%25.99%
Last bear market-15.87%-17.29%

Annual total return (%) history

Year
SOPVXCategory
2024
N/AN/A
2023
26.36%N/A
2022
-20.83%N/A
2021
24.48%N/A
2020
20.94%35.86%
2019
31.32%31.90%
2018
-7.33%-2.09%
2017
20.01%27.67%
2016
11.87%3.23%
2015
-3.31%3.60%
2014
10.03%10.00%
2013
30.03%33.92%
2012
14.20%15.34%
2011
-6.85%-2.46%
2010
21.30%15.53%
2009
47.24%35.68%
2008
-40.36%-40.67%
2007
5.05%13.35%
2006
11.83%7.05%
2005
7.18%6.71%
2004
17.39%7.81%
2003
37.26%28.66%
2002
-27.11%-27.64%
2001
-5.08%-22.30%
2000
N/A-13.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.79%-2.63%N/AN/A
20238.43%8.08%-4.82%13.28%
2022-8.49%-15.87%-3.95%7.06%
20214.26%9.41%0.95%8.10%
2020-21.69%21.43%9.61%16.04%
201915.04%4.13%2.36%7.10%
2018-0.49%3.33%5.06%-14.22%
20175.60%2.86%3.64%6.60%
20161.78%0.79%5.39%3.48%
20153.34%-1.74%-8.47%4.02%
20142.72%4.71%-2.71%5.15%
201310.68%1.40%6.03%9.27%
201213.48%-7.20%4.64%3.62%
20116.58%-0.02%-20.73%10.29%
20107.25%-10.57%13.49%11.44%
2009-3.43%22.79%17.81%5.40%
2008-8.17%2.50%-10.56%-29.16%
20073.67%6.49%-0.80%-4.09%
20064.99%-2.79%3.38%5.99%
2005-3.06%3.72%4.48%2.02%
20044.93%2.96%-1.52%10.33%
2003-4.34%21.37%5.80%11.74%
20020.72%-16.56%-20.54%9.16%
2001-5.34%5.14%-20.17%19.47%
2000-2.59%1.34%1.67%N/A

Rank in category (by total return)

YTD98
1-month98
3-month98
1-year98
3-year70
5-year83

Load adjusted returns

1-year7.65%
3-year2.91%
5-year10.51%
10-year9.28%