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Wells Fargo Absolute Return Inst (WABIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.38+0.06 (+0.53%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.85%
5-year average return3.32%
Number of years up7
Number of years down4
Best 1-yr total return (2 Jul 2024)12.93%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return12.93%
Worst 3-yr total return-0.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWABIXCategory
YTD3.12%8.60%
1-month1.44%0.11%
3-month-0.09%4.82%
1-year11.20%25.33%
3-year3.47%8.02%
5-year3.32%8.06%
10-year2.43%6.03%
Last bull market12.05%13.54%
Last bear market-3.70%-13.20%

Annual total return (%) history

Year
WABIXCategory
2024
N/AN/A
2023
12.93%N/A
2022
-2.43%N/A
2021
2.64%N/A
2020
-2.89%6.18%
2019
11.25%16.10%
2018
-5.58%-8.26%
2017
12.57%14.79%
2016
2.97%6.04%
2015
-4.61%-4.15%
2014
0.94%1.54%
2013
10.25%10.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.21%-0.09%N/AN/A
20232.51%2.15%1.73%6.01%
2022-2.00%-3.70%-3.84%7.51%
20214.82%0.45%-2.06%-0.46%
2020-15.97%7.60%2.16%5.13%
20195.37%1.55%-1.25%5.29%
20180.70%-2.35%0.36%-4.32%
20174.64%2.68%2.07%2.64%
20160.10%0.79%3.41%-1.30%
20151.29%-0.36%-6.76%1.37%
20141.16%3.19%-2.49%-0.83%
20133.69%0.19%2.61%3.43%

Rank in category (by total return)

YTD71
1-month18
3-month74
1-year40
3-year23
5-year83

Load adjusted returns

1-year11.20%
3-year3.47%
5-year3.32%
10-year2.43%