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Wells Fargo Small Cap Value Fund - Class A (SMVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.70+0.01 (+0.09%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return14.51%
5-year average return5.44%
Number of years up13
Number of years down5
Best 1-yr total return (3 Feb 2019)51.78%
Worst 1-yr total return (3 Feb 2019)-38.37%
Best 3-yr total return51.78%
Worst 3-yr total return-8.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMVAXCategory
YTD8.99%20.19%
1-month-5.34%0.02%
3-month-0.08%4.36%
1-year-14.82%60.18%
3-year3.71%11.32%
5-year2.39%13.88%
10-year7.98%11.19%
Last bull market20.62%27.98%
Last bear market-22.32%-24.08%

Annual total return (%) history

Year
SMVAXCategory
2019
N/A23.75%
2018
-18.80%-12.72%
2017
13.85%12.28%
2016
32.79%20.78%
2015
-10.71%-5.38%
2014
3.48%3.79%
2013
14.96%37.39%
2012
13.14%15.46%
2011
-7.58%-4.07%
2010
19.36%25.61%
2009
51.78%31.80%
2008
-38.37%-36.56%
2007
10.26%-1.10%
2006
12.92%15.03%
2005
14.82%6.75%
2004
19.89%18.94%
2003
48.49%43.41%
2002
-6.20%-16.22%
2001
17.70%8.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
201912.29%2.46%N/AN/A
2018-1.95%6.09%-3.03%-19.49%
20173.39%1.99%4.76%3.06%
20165.66%7.01%8.00%8.75%
2015-2.83%0.84%-14.38%6.44%
20148.47%2.77%-9.39%2.46%
20139.68%-5.09%8.63%1.66%
20126.10%-0.42%9.42%-2.14%
20114.09%-4.38%-17.59%12.68%
20104.81%-7.84%12.00%10.33%
2009-6.04%19.52%21.91%10.86%
2008-6.31%5.56%-17.01%-24.91%
20073.38%10.22%1.03%-4.21%
20068.70%-1.23%-1.50%6.77%
2005-0.30%0.76%14.23%0.06%
20045.93%-0.03%1.43%11.62%
2003-6.71%22.44%7.77%20.62%
200210.96%-2.90%-17.40%5.40%
20019.26%12.47%-17.73%16.41%

Rank in category (by total return)

YTD71
1-month72
3-month91
1-year68
3-year86
5-year90

Load adjusted returns

1-year-19.72%
3-year1.68%
5-year1.18%
10-year7.35%