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Wells Fargo Funds Trust - Wells Fargo Advantage Moderate Balanced Fund (WFMAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.58+0.04 (+0.20%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.37%
5-Year Average Return4.90%
Number of Years Up16
Number of Years Down3
Best 1 Yr Total Return (Feb 22, 2024)21.85%
Worst 1 Yr Total Return (Feb 22, 2024)N/A
Best 3-Yr Total Return21.85%
Worst 3-Yr Total Return1.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWFMAXCategory
YTD0.00%5.91%
1-Month0.00%0.61%
3-Month10.15%4.02%
1-Year6.49%18.59%
3-Year1.44%8.56%
5-Year4.93%7.44%
10-Year4.76%6.20%
Last Bull Market16.30%11.89%
Last Bear Market-7.91%-8.23%

Annual Total Return (%) History

Year
WFMAXCategory
2023
10.76%N/A
2022
-13.36%N/A
2021
8.39%N/A
2020
11.46%8.86%
2019
14.78%14.81%
2018
-3.91%-5.04%
2017
10.32%9.86%
2016
4.82%6.62%
2015
0.62%-2.32%
2014
6.06%4.02%
2013
14.23%7.23%
2012
11.19%9.40%
2011
0.62%1.70%
2010
10.77%10.03%
2009
21.85%20.77%
2008
-24.74%-18.61%
2007
6.02%4.53%
2006
8.95%8.16%
2005
3.64%2.97%
2004
N/A5.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.97%2.35%-2.40%7.68%
2022-5.88%-7.91%-4.66%4.85%
20212.20%3.55%-0.42%2.85%
2020-9.49%10.54%3.49%7.65%
20197.10%2.95%0.91%3.17%
2018-0.75%0.84%2.47%-6.31%
20173.17%2.08%2.25%2.45%
20161.18%1.35%2.31%-0.09%
20152.31%-0.68%-2.79%1.86%
20141.33%2.76%-0.64%2.51%
20134.99%0.48%4.20%3.92%
20127.87%-1.84%4.52%0.46%
20113.70%0.88%-8.62%5.25%
20103.55%-5.39%6.65%6.03%
2009-4.12%10.94%10.38%3.77%
2008-5.49%-1.71%-5.76%-14.03%
20071.37%3.07%2.57%-1.06%
20062.53%-1.16%3.53%3.85%
2005-1.38%1.40%2.16%1.45%
2004-0.27%-0.73%5.05%N/A

Rank In Category (By Total Return)

YTD56
1-Month56
3-Month50
1-Year37
3-Year38
5-Year38

Load Adjusted Returns

1-Year0.37%
3-Year-0.54%
5-Year3.69%
10-Year4.14%