UK markets closed

Wells Fargo Disciplined Small Cap R6 (WSCJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.79+0.11 (+0.87%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.23%
5-year average return8.88%
Number of years up5
Number of years down2
Best 1-yr total return (2 May 2024)23.91%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return23.91%
Worst 3-yr total return3.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWSCJXCategory
YTD0.24%20.19%
1-month-6.41%0.02%
3-month2.73%4.36%
1-year20.59%60.18%
3-year2.97%11.32%
5-year8.46%13.88%
10-year7.84%11.19%
Last bull market30.45%27.98%
Last bear market-15.64%-24.08%

Annual total return (%) history

Year
WSCJXCategory
2024
N/AN/A
2023
21.45%N/A
2022
-15.73%N/A
2021
23.91%N/A
2020
11.74%10.99%
2019
22.91%23.75%
2018
-18.14%-12.72%
2017
15.28%12.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.10%N/AN/AN/A
20232.86%6.12%-2.71%14.36%
2022-6.81%-15.64%-2.34%9.76%
202113.48%4.37%-1.76%6.50%
2020-33.51%23.74%5.91%28.23%
201911.99%2.35%-2.41%9.88%
2018-1.69%3.98%2.04%-21.52%
20174.02%2.94%3.43%4.09%

Rank in category (by total return)

YTD34
1-month66
3-month31
1-year9
3-year18
5-year27

Load adjusted returns

1-year20.59%
3-year2.97%
5-year8.46%
10-year7.84%