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Wilmington Global Alpha Equities A (WRAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.71+0.03 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.19%
5-year average return3.38%
Number of years up8
Number of years down3
Best 1-yr total return (2 Jul 2024)12.01%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return12.01%
Worst 3-yr total return-0.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWRAAXCategory
YTD3.70%9.18%
1-month0.00%-0.20%
3-month0.56%3.85%
1-year7.52%22.90%
3-year3.18%7.45%
5-year3.46%7.00%
10-year3.12%4.81%
Last bull market8.20%11.80%
Last bear market-3.60%-12.04%

Annual total return (%) history

Year
WRAAXCategory
2024
N/AN/A
2023
7.39%N/A
2022
-3.58%N/A
2021
6.20%N/A
2020
0.82%7.89%
2019
12.01%11.90%
2018
-2.93%-6.29%
2017
9.54%11.18%
2016
0.43%2.34%
2015
-2.94%-2.02%
2014
0.37%2.92%
2013
7.47%14.62%
2012
N/A5.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.12%0.56%N/AN/A
20230.78%2.77%-0.76%4.48%
2022-2.53%-3.60%-3.39%6.23%
20210.86%2.91%-0.25%2.56%
2020-9.74%4.45%4.44%2.39%
20195.39%3.05%0.61%2.50%
2018-0.18%-0.91%2.29%-4.06%
20172.95%2.67%2.05%1.56%
2016-3.05%0.10%1.93%1.54%
20153.27%-1.27%-3.12%-1.75%
20140.09%-1.57%0.94%0.93%
20133.63%0.57%1.03%2.06%
2012-0.77%2.79%-0.41%N/A

Rank in category (by total return)

YTD75
1-month60
3-month54
1-year75
3-year55
5-year85

Load adjusted returns

1-year1.61%
3-year1.26%
5-year2.30%
10-year2.54%