SOPVX - Wells Fargo Opportunity A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return14.98%
5-Year Average Return13.25%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Oct 30, 2017)47.24%
Worst 1 Yr Total Return (Oct 30, 2017)-40.36%
Best 3-Yr Total Return47.24%
Worst 3-Yr Total Return-11.18%

Trailing Returns (%) Vs. Benchmarks

ReturnSOPVXCategory
YTD14.98%23.60%
1-Month2.14%3.12%
3-Month4.42%5.72%
1-Year20.98%26.56%
3-Year9.02%10.57%
5-Year13.25%15.09%
10-Year6.66%7.47%
Last Bull Market23.75%25.55%
Last Bear Market-23.00%-17.19%

Annual Total Return (%) History

Year
SOPVXCategory
2017
N/AN/A
2016
11.87%3.23%
2015
-3.31%3.60%
2014
10.03%10.00%
2013
30.03%33.92%
2012
14.20%15.34%
2011
-6.85%-2.46%
2010
21.30%15.53%
2009
47.24%35.68%
2008
-40.36%-40.67%
2007
5.05%13.35%
2006
11.83%7.05%
2005
7.18%6.71%
2004
17.39%7.81%
2003
37.26%28.66%
2002
-27.11%-27.64%
2001
-5.08%-22.30%
2000
N/A-13.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.60%2.86%3.64%N/A
20161.78%0.79%5.39%3.48%
20153.34%-1.74%-8.47%4.02%
20142.72%4.71%-2.71%5.15%
201310.68%1.40%6.03%9.27%
201213.48%-7.20%4.64%3.62%
20116.58%-0.02%-20.73%10.29%
20107.25%-10.57%13.49%11.44%
2009-3.43%22.79%17.81%5.40%
2008-8.17%2.50%-10.56%-29.16%
20073.67%6.49%-0.80%-4.09%
20064.99%-2.79%3.38%5.99%
2005-3.06%3.72%4.48%2.02%
20044.93%2.96%-1.52%10.33%
2003-4.34%21.37%5.80%11.74%
20020.72%-16.56%-20.54%9.16%
2001-5.34%5.14%-20.17%19.47%
2000-2.59%1.34%1.67%N/A

Rank In Category (By Total Return)

YTD92
1-Month80
3-Month81
1-Year89
3-Year76
5-Year81

Load Adjusted Returns

1-Year14.02%
3-Year6.89%
5-Year11.91%
10-Year6.03%