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Wells Fargo Emerging Growth Inst (WEMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.05+0.03 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.55%
5-year average return5.63%
Number of years up12
Number of years down3
Best 1-yr total return (27 Jun 2024)58.79%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return58.79%
Worst 3-yr total return-9.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWEMIXCategory
YTD8.81%12.40%
1-month5.70%3.37%
3-month-0.67%4.88%
1-year12.52%55.69%
3-year-7.71%19.34%
5-year6.88%20.72%
10-year9.29%13.98%
Last bull market32.42%27.85%
Last bear market-24.94%-24.06%

Annual total return (%) history

Year
WEMIXCategory
2024
N/AN/A
2023
4.51%N/A
2022
-34.40%N/A
2021
7.79%N/A
2020
58.79%38.62%
2019
25.38%27.68%
2018
1.38%-5.76%
2017
26.27%21.50%
2016
7.63%11.20%
2015
-2.79%-2.41%
2014
-1.90%2.44%
2013
50.41%40.91%
2012
8.33%13.15%
2011
5.47%-3.55%
2010
32.45%26.98%
2009
33.08%35.46%
2008
N/A-41.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.55%N/AN/AN/A
20235.66%3.45%-11.75%8.35%
2022-15.03%-24.94%0.10%2.76%
20210.80%8.44%1.32%-2.67%
2020-22.57%42.88%13.77%26.15%
201916.18%6.46%-9.01%11.41%
20188.24%9.79%9.62%-22.18%
20178.51%6.20%5.52%3.84%
2016-9.96%9.12%10.58%-0.94%
20159.17%4.14%-16.79%2.76%
2014-3.72%-2.26%-5.47%10.29%
201313.01%5.76%18.15%6.52%
201215.07%-5.87%4.79%-4.56%
201113.64%1.91%-21.08%15.40%
20105.64%-6.43%11.99%19.65%
2009-9.65%19.66%13.17%8.76%
20084.88%-13.75%-23.45%N/A

Rank in category (by total return)

YTD17
1-month22
3-month64
1-year80
3-year82
5-year79

Load adjusted returns

1-year12.52%
3-year-7.71%
5-year6.88%
10-year9.29%