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Westfield Capital Large Cap Growth Instl (WCLGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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1.47000.0000 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return11.94%
5-year average return11.77%
Number of years up7
Number of years down1
Best 1-yr total return (3 Feb 2019)36.56%
Worst 1-yr total return (3 Feb 2019)-2.40%
Best 3-yr total return36.56%
Worst 3-yr total return5.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWCLGXCategory
YTD1.67%12.38%
1-month8.28%5.09%
3-month6.40%10.28%
1-year21.66%41.70%
3-year15.07%22.56%
5-year12.31%21.98%
10-year0.00%15.99%
Last bull market24.59%25.99%
Last bear market-16.75%-17.29%

Annual total return (%) history

Year
WCLGXCategory
2020
N/A35.86%
2019
36.09%31.90%
2018
-2.40%-2.09%
2017
30.57%27.67%
2016
2.36%3.23%
2015
2.64%3.60%
2014
11.56%10.00%
2013
36.56%33.92%
2012
16.93%15.34%
2011
N/A-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-17.78%N/AN/AN/A
201916.58%4.89%-1.02%12.44%
20182.78%5.13%7.96%-16.33%
20179.26%6.83%5.78%5.75%
2016-2.52%-0.73%5.29%0.46%
20152.71%-0.29%-7.81%8.70%
20140.75%4.56%0.79%5.07%
20139.51%2.04%10.08%11.02%
201215.60%-6.99%9.08%-0.30%
20118.73%N/AN/AN/A

Rank in category (by total return)

YTD63
1-month22
3-month69
1-year45
3-year45
5-year46

Load adjusted returns

1-year21.66%
3-year15.07%
5-year12.31%
10-yearN/A