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Wells Fargo WealthBuilder Equity A (WEAFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.59+0.08 (+0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.76%
5-year average return11.29%
Number of years up4
Number of years down2
Best 1-yr total return (23 Jun 2024)24.50%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return24.50%
Worst 3-yr total return4.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWEAFXCategory
YTD9.01%13.38%
1-month4.59%1.16%
3-month3.83%6.75%
1-year22.94%40.77%
3-year4.04%13.59%
5-year12.18%13.52%
10-year8.76%10.48%
Last bull market23.49%21.11%
Last bear market-13.07%-19.34%

Annual total return (%) history

Year
WEAFXCategory
2024
N/AN/A
2023
19.21%N/A
2022
-19.31%N/A
2021
20.01%N/A
2020
23.10%15.41%
2019
24.50%24.78%
2018
-9.60%-9.27%
2017
N/A18.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.55%N/AN/AN/A
20235.89%6.14%-3.60%10.03%
2022-9.64%-13.07%-5.03%8.16%
20215.97%6.98%-0.95%6.88%
2020-13.73%17.71%6.10%14.25%
201911.43%3.24%-0.11%8.34%
2018-1.17%1.48%4.53%-13.77%
20175.34%5.07%5.19%N/A

Rank in category (by total return)

YTD16
1-month15
3-month23
1-year20
3-year33
5-year6

Load adjusted returns

1-year15.87%
3-year2.01%
5-year10.86%
10-year8.12%