CBMSX - Wells Fargo C&B Mid Cap Value Fund - Class Inst

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return13.52%
5-Year Average Return8.51%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Feb. 3, 2019)37.58%
Worst 1 Yr Total Return (Feb. 3, 2019)-33.46%
Best 3-Yr Total Return37.58%
Worst 3-Yr Total Return-8.45%

Trailing Returns (%) Vs. Benchmarks

ReturnCBMSXCategory
YTD-20.22%-20.48%
1-Month1.58%4.38%
3-Month20.70%-8.57%
1-Year-11.49%-8.33%
3-Year0.08%-1.34%
5-Year4.45%1.47%
10-Year10.71%8.02%
Last Bull Market28.24%25.58%
Last Bear Market-19.69%-22.16%

Annual Total Return (%) History

Year
CBMSXCategory
2020
N/AN/A
2019
36.81%25.18%
2018
-14.29%-12.86%
2017
15.30%13.22%
2016
23.78%18.06%
2015
-2.28%-5.41%
2014
4.88%9.31%
2013
37.58%35.14%
2012
19.82%16.60%
2011
-1.31%-3.96%
2010
21.62%21.92%
2009
29.34%35.41%
2008
-33.46%-36.77%
2007
-8.57%0.83%
2006
26.12%15.87%
2005
6.52%8.82%
2004
N/A17.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-33.90%20.70%N/AN/A
201916.57%5.80%3.04%7.66%
2018-2.41%1.44%4.48%-17.14%
20173.11%4.37%2.22%4.82%
20164.18%2.17%6.34%9.36%
20153.84%1.04%-9.98%3.46%
20141.09%2.65%-4.50%5.83%
201313.02%4.09%8.22%8.06%
201213.52%-3.82%5.88%3.66%
20116.76%0.81%-18.96%13.15%
20107.78%-9.21%8.18%14.89%
2009-10.65%16.60%19.16%4.19%
2008-12.23%-6.47%5.87%-23.44%
20073.49%6.36%-6.06%-11.58%
200611.23%-2.75%6.44%9.54%
2005-1.57%5.14%0.33%2.59%
200410.53%N/AN/AN/A

Rank In Category (By Total Return)

YTD55
1-Month27
3-Month38
1-Year32
3-Year24
5-Year11

Load Adjusted Returns

1-Year-11.49%
3-Year0.08%
5-Year4.45%
10-Year10.71%