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Wells Fargo Target 2040 R (WFMRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.67-0.29 (-2.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-13.89%
5-year average return5.32%
Number of years up6
Number of years down2
Best 1-yr total return (25 Aug 2022)20.42%
Worst 1-yr total return (25 Aug 2022)N/A
Best 3-yr total return20.42%
Worst 3-yr total return3.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWFMRXCategory
YTD-13.89%10.80%
1-month1.75%1.06%
3-month-2.16%6.14%
1-year-11.82%33.59%
3-year5.65%12.99%
5-year5.32%12.87%
10-year0.00%9.72%
Last bull market29.62%19.05%
Last bear market-12.67%-17.54%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD16
1-month76
3-month15
1-year21
3-year95
5-year95

Load adjusted returns

1-year-9.59%
3-year5.51%
5-year5.60%
10-year7.50%