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Allspring Special Mid Cap Value Inst (WFMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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48.97+0.05 (+0.10%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.49%
5-Year Average Return10.64%
Number of Years Up12
Number of Years Down6
Best 1 Yr Total Return (Jun 26, 2024)39.12%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return39.12%
Worst 3-Yr Total Return5.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWFMIXCategory
YTD8.23%21.28%
1-Month3.65%-1.96%
3-Month4.72%4.90%
1-Year21.03%55.83%
3-Year6.22%11.08%
5-Year12.16%11.93%
10-Year9.50%10.64%
Last Bull Market23.83%25.54%
Last Bear Market-10.21%-22.08%

Annual Total Return (%) History

Year
WFMIXCategory
2024
N/AN/A
2023
9.51%N/A
2022
-4.58%N/A
2021
28.64%N/A
2020
3.28%2.63%
2019
35.53%25.18%
2018
-13.10%-12.86%
2017
11.16%13.22%
2016
21.59%18.06%
2015
-2.73%-5.41%
2014
12.04%9.31%
2013
39.12%35.14%
2012
18.91%16.60%
2011
-0.56%-3.96%
2010
20.68%21.92%
2009
32.43%35.41%
2008
-29.78%-36.77%
2007
-4.45%0.83%
2006
18.78%15.87%
2005
N/A8.82%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.12%N/AN/AN/A
20230.81%5.32%-5.65%9.31%
2022-2.28%-10.21%-4.65%14.04%
202111.16%6.05%-0.74%9.94%
2020-31.74%19.56%5.55%19.91%
201916.02%5.37%2.60%8.06%
2018-2.69%0.46%3.07%-13.76%
20172.03%1.74%2.92%4.05%
20163.36%4.73%4.55%7.43%
20153.75%-0.78%-7.59%2.25%
20143.51%5.10%-3.08%6.27%
201314.67%2.21%7.74%10.18%
201210.14%-4.50%5.80%6.84%
20117.51%-0.13%-19.88%15.59%
20107.84%-10.73%10.55%13.38%
2009-8.34%14.49%18.07%6.87%
2008-5.05%0.43%-5.83%-21.80%
20072.33%2.10%-1.76%-6.90%
20066.23%1.10%3.81%6.53%
20056.47%0.55%N/AN/A

Rank In Category (By Total Return)

YTD23
1-Month41
3-Month25
1-Year65
3-Year29
5-Year33

Load Adjusted Returns

1-Year21.03%
3-Year6.22%
5-Year12.16%
10-Year9.50%