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Wells Fargo Specialized Technology A (WFSTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.27+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.16%
5-year average return11.20%
Number of years up18
Number of years down5
Best 1-yr total return (9 May 2024)67.08%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return67.08%
Worst 3-yr total return-2.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWFSTXCategory
YTD0.18%12.31%
1-month-6.39%6.23%
3-month-1.19%8.63%
1-year21.12%53.90%
3-year-3.12%27.50%
5-year9.70%28.80%
10-year14.61%18.74%
Last bull market28.67%24.03%
Last bear market-26.34%-20.41%

Annual total return (%) history

Year
WFSTXCategory
2024
N/AN/A
2023
34.74%N/A
2022
-38.55%N/A
2021
13.36%N/A
2020
67.08%55.91%
2019
29.36%37.49%
2018
7.20%-3.21%
2017
43.00%35.35%
2016
4.74%10.84%
2015
4.96%5.21%
2014
12.40%12.55%
2013
42.92%35.45%
2012
12.37%13.08%
2011
-10.09%-7.62%
2010
27.01%20.00%
2009
58.44%61.99%
2008
-44.95%-45.33%
2007
28.55%16.12%
2006
6.25%7.08%
2005
8.15%5.76%
2004
18.08%4.24%
2003
72.47%55.77%
2002
-41.33%-42.86%
2001
-38.36%-36.89%
2000
N/A-31.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.02%N/AN/AN/A
202311.58%9.04%-5.53%17.23%
2022-12.75%-26.34%-3.07%-1.36%
2021-2.32%8.52%0.84%6.04%
2020-8.14%35.51%12.95%18.83%
201920.42%3.75%-6.36%10.58%
201810.52%6.39%11.75%-18.42%
201714.18%6.76%9.84%6.80%
2016-3.20%-0.11%11.30%-2.68%
20152.29%2.23%-8.29%9.45%
20141.53%4.79%2.06%3.52%
20135.71%7.24%16.48%8.25%
201218.98%-7.50%5.53%-3.25%
20117.78%-2.48%-17.46%3.64%
20101.85%-7.42%20.95%11.37%
20091.96%21.82%16.34%9.64%
2008-17.63%3.27%-15.19%-23.69%
2007-0.87%11.52%12.52%3.34%
20066.80%-12.56%4.13%9.26%
2005-9.74%3.30%11.09%4.41%
20043.29%3.18%-9.03%21.79%
2003-1.21%39.34%15.59%8.40%
2002-9.74%-25.00%-21.75%10.76%
2001-32.80%-2.18%-32.74%39.40%
2000-32.44%N/AN/AN/A

Rank in category (by total return)

YTD64
1-month74
3-month79
1-year75
3-year67
5-year62

Load adjusted returns

1-year14.15%
3-year-5.02%
5-year8.41%
10-year13.93%