Allspring Discovery Large Cap Growth - I: (MF: WFCIX)
(NASDAQ Mutual Funds) As of Jun 14, 2024 08:00 PM ET
$10.83 USD
+0.03 (0.28%)
Latest Performance as of May 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 8.41 | 53 |
3 months | -0.56 | 81 |
6 months | 12.38 | 72 |
1 Year | 26.64 | 42 |
3 Year | 4.00 | 66 |
5 Year | 13.30 | 44 |
10 Year | 13.23 | 14 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -50.59 |
Bull Market (2/09 - 3/21) | 791.99 |
Load Adjusted Returns as of May 31, 2024
1 Year | 35.18 |
5 Year | 14.23 |
10 Year | 13.73 |
Since Inception | 10.51 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.88 | NA | NA | NA |
2023 | 13.10 | 10.75 | -5.65 | 16.66 |
2022 | -11.83 | -24.44 | -3.52 | 1.30 |
2021 | -0.81 | 10.87 | 3.56 | 5.47 |
2020 | -12.34 | 27.44 | 9.55 | 12.20 |
2019 | 17.49 | 7.90 | 0.84 | 8.85 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 8.41 | 37.88 | -34.90 | 20.12 | 37.31 | 39.18 | 2.96 | 35.83 | -0.54 | 4.77 | 7.12 |
% Total Return Rel to Index | -2.88 | 11.63 | -16.69 | -8.55 | 18.91 | 7.69 | 7.36 | 14.04 | -12.47 | 3.38 | -6.52 |
% Total Return Rel to Peer | -0.18 | 14.88 | -15.20 | -1.93 | 17.40 | 10.75 | 9.83 | 15.16 | -8.35 | 6.37 | -1.08 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.05 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.56 | 0.85 | 1.93 | 0.85 | 0.76 | 2.04 | 1.85 | 1.33 | 4.59 | 1.95 |
Expense Ratio | 0.97 | 0.97 | 0.93 | 0.92 | 0.93 | 0.97 | 0.93 | 0.89 | 0.86 | 0.86 | 0.82 |
* 1 = Top 20%, 5 = Bottom 20%