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Wells Fargo Opportunity C (WFOPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.34+0.08 (+0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.98%
5-year average return11.00%
Number of years up11
Number of years down4
Best 1-yr total return (2 Jul 2024)46.08%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return46.08%
Worst 3-yr total return5.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWFOPXCategory
YTD5.52%12.38%
1-month1.12%5.09%
3-month-2.82%10.28%
1-year13.39%41.70%
3-year4.25%22.56%
5-year11.31%21.98%
10-year9.26%15.99%
Last bull market28.70%25.99%
Last bear market-16.02%-17.29%

Annual total return (%) history

Year
WFOPXCategory
2024
N/AN/A
2023
25.45%N/A
2022
-21.27%N/A
2021
23.57%N/A
2020
21.49%35.86%
2019
30.35%31.90%
2018
-8.03%-2.09%
2017
19.10%27.67%
2016
11.05%3.23%
2015
-4.06%3.60%
2014
9.21%10.00%
2013
29.05%33.92%
2012
13.33%15.34%
2011
-7.53%-2.46%
2010
20.45%15.53%
2009
46.08%35.68%
2008
N/A-40.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.58%-2.82%N/AN/A
20238.21%7.88%-4.98%13.08%
2022-8.62%-16.02%-4.03%6.91%
20214.09%9.19%0.77%7.89%
2020-21.85%21.22%10.73%15.81%
201914.87%3.90%2.17%6.90%
2018-0.67%3.14%4.88%-14.41%
20175.41%2.66%3.45%6.38%
20161.61%0.58%5.21%3.27%
20153.15%-1.92%-8.65%3.81%
20142.53%4.52%-2.89%4.95%
201310.45%1.23%5.84%9.04%
201213.27%-7.39%4.45%3.44%
20116.40%-0.20%-20.90%10.09%
20107.10%-10.75%13.27%11.24%
2009-3.64%22.59%17.53%5.22%
20082.29%-10.72%-29.27%N/A

Rank in category (by total return)

YTD98
1-month98
3-month98
1-year98
3-year76
5-year86

Load adjusted returns

1-year12.39%
3-year4.25%
5-year11.31%
10-year9.26%