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Wells Fargo Special Mid Cap Value R6 (WFPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.38+0.07 (+0.14%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.17%
5-year average return11.00%
Number of years up7
Number of years down3
Best 1-yr total return (5 May 2024)35.68%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return35.68%
Worst 3-yr total return5.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWFPRXCategory
YTD4.46%21.28%
1-month-4.30%-1.96%
3-month5.93%4.90%
1-year12.86%55.83%
3-year5.98%11.08%
5-year10.30%11.93%
10-year9.43%10.64%
Last bull market23.89%25.54%
Last bear market-10.19%-22.08%

Annual total return (%) history

Year
WFPRXCategory
2024
N/AN/A
2023
9.62%N/A
2022
-4.50%N/A
2021
28.80%N/A
2020
3.36%2.63%
2019
35.68%25.18%
2018
-13.02%-12.86%
2017
11.27%13.22%
2016
21.68%18.06%
2015
-2.65%-5.41%
2014
12.12%9.31%
2013
N/A35.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.15%N/AN/AN/A
20230.83%5.36%-5.62%9.33%
2022-2.27%-10.19%-4.62%14.08%
202111.20%6.08%-0.72%9.98%
2020-31.71%19.56%5.57%19.92%
201916.05%5.41%2.62%8.09%
2018-2.69%0.51%3.09%-13.74%
20172.03%1.80%2.94%4.08%
20163.36%4.76%4.58%7.45%
20153.75%-0.78%-7.56%2.29%
20143.51%5.13%-3.05%6.28%
20137.70%10.23%N/AN/A

Rank in category (by total return)

YTD19
1-month24
3-month13
1-year63
3-year26
5-year20

Load adjusted returns

1-year12.86%
3-year5.98%
5-year10.30%
10-year9.43%