Australia markets open in 2 hours 17 minutes

Allspring Disciplined Small Cap A (WDSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.11+0.03 (+0.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.81%
5-year average return9.36%
Number of years up4
Number of years down1
Best 1-yr total return (1 July 2024)23.78%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return23.78%
Worst 3-yr total return5.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWDSAXCategory
YTD4.68%20.19%
1-month-1.49%0.02%
3-month-2.22%4.36%
1-year16.20%60.18%
3-year3.62%11.32%
5-year9.54%13.88%
10-year7.59%11.19%
Last bull market30.38%27.98%
Last bear market-15.74%-24.08%

Annual total return (%) history

Year
WDSAXCategory
2024
N/AN/A
2023
21.32%N/A
2022
-16.06%N/A
2021
23.78%N/A
2020
11.76%10.99%
2019
23.22%23.75%
2018
N/A-12.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.06%-2.22%N/AN/A
20233.10%6.01%-2.75%14.14%
2022-6.93%-15.74%-2.41%9.68%
202113.74%4.28%-1.97%6.45%
2020-33.33%23.69%5.81%28.09%
201912.02%2.86%-2.55%9.74%
2018-21.54%N/AN/AN/A

Rank in category (by total return)

YTD21
1-month47
3-month24
1-year9
3-year19
5-year27

Load adjusted returns

1-year9.51%
3-year1.59%
5-year8.25%
10-year6.96%