Australia markets closed

Allspring Discovery SMID Cap Gr A (WFDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.67+0.17 (+0.67%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.81%
5-year average return5.79%
Number of years up11
Number of years down5
Best 1-yr total return (2 May 2024)61.84%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return61.84%
Worst 3-yr total return-10.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWFDAXCategory
YTD5.33%10.80%
1-month-4.68%4.43%
3-month5.78%7.00%
1-year15.20%48.17%
3-year-9.10%21.26%
5-year5.65%20.18%
10-year8.77%14.07%
Last bull market32.08%27.14%
Last bear market-25.30%-21.26%

Annual total return (%) history

Year
WFDAXCategory
2024
N/AN/A
2023
20.13%N/A
2022
-37.90%N/A
2021
-5.05%N/A
2020
61.84%39.26%
2019
39.18%32.52%
2018
-7.09%-6.65%
2017
29.04%23.91%
2016
7.18%6.03%
2015
-1.48%-0.95%
2014
0.58%7.00%
2013
42.44%34.93%
2012
15.88%14.07%
2011
0.72%-3.96%
2010
34.89%24.61%
2009
38.40%39.11%
2008
-43.61%-43.77%
2007
N/A15.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.50%N/AN/AN/A
202311.10%6.09%-8.26%11.11%
2022-18.88%-25.30%0.66%1.81%
2021-5.81%8.09%-1.86%-4.97%
2020-17.87%35.94%15.43%25.58%
201923.12%10.74%-4.32%6.69%
20183.16%4.55%8.26%-20.43%
20179.87%5.07%5.37%6.08%
2016-4.13%4.97%4.98%1.46%
20156.49%3.08%-11.65%1.59%
2014-1.36%0.30%-3.43%5.27%
201312.72%4.68%11.82%7.96%
201217.38%-5.25%4.27%-0.06%
201110.51%-0.53%-19.54%13.88%
20108.72%-5.90%13.92%15.74%
2009-3.35%14.34%17.55%6.53%
2008-16.73%17.51%-18.45%-29.33%
2007-1.39%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month9
3-month19
1-year64
3-year92
5-year87

Load adjusted returns

1-year8.58%
3-year-10.88%
5-year4.40%
10-year8.13%