Nasdaq - Delayed Quote USD

Allspring Large Company Value Inst (WLCIX)

14.05 -0.03 (-0.21%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 9.62%
5y Average Return 11.31%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 24, 2024) 35.06%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 35.06%
Worst 3Y Total Return 5.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WLCIX
Category
YTD
12.50%
17.52%
1-Month
6.31%
-0.87%
3-Month
12.50%
5.51%
1-Year
23.68%
42.88%
3-Year
9.19%
11.93%
5-Year
12.38%
12.07%
10-Year
9.02%
10.95%
Last Bull Market
45.59%
23.18%
Last Bear Market
-12.21%
-17.87%

Annual Total Return (%) History

Year
WLCIX
Category
2024
--
--
2023
9.79%
--
2022
-8.78%
--
2021
29.70%
--
2020
9.88%
2.91%
2019
22.91%
25.04%
2018
-9.54%
-8.53%
2017
15.64%
15.94%

2016
12.43%
14.81%
2015
-3.87%
-4.05%
2014
8.02%
10.21%
2013
35.06%
31.21%
2012
14.91%
14.57%
2011
-1.51%
-0.75%
2010
11.82%
13.66%
2009
21.91%
24.13%
2008
--
-37.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.50% -- -- --
2023 -0.13% 2.87% -2.44% 9.55%
2022 -0.69% -12.21% -6.52% 11.92%
2021 12.25% 6.07% -0.88% 9.91%
2020 -23.74% 13.81% 8.19% 17.02%
2019 10.10% 3.63% -0.81% 8.61%
2018 -3.25% 1.66% 5.43% -12.77%
2017 4.04% 1.36% 3.83% 5.61%
2016 0.37% 0.78% 4.16% 6.70%
2015 1.37% 0.69% -9.78% 4.40%

2014 1.66% 4.27% -0.95% 2.89%
2013 10.98% 3.36% 7.52% 9.51%
2012 11.53% -3.23% 5.83% 0.61%
2011 6.55% -1.21% -16.44% 11.98%
2010 6.83% -13.21% 10.99% 8.66%
2009 -15.53% 16.73% 17.60% 5.14%
2008 -3.56% -4.77% -21.57% --

Rank in Category (By Total Return)

YTD 6
1-Month 14
3-Month 6
1-Year 32
3-Year 46
5-Year 26

Load Adjusted Returns

1-Year 23.68%
3-Year 9.19%
5-Year 12.38%
10-Year 9.02%

Performance & Risk

YTD Return 9.62%
5y Average Return 11.31%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Allspring Global Investments
Net Assets 239.93M
YTD Return 12.50%
Yield 1.50%
Morningstar Rating
Inception Date Mar 31, 2008

Fund Summary

The fund invests at least 80% of its net assets in equity securities of large-capitalization companies. It invests principally in equity securities of U.S. large-capitalization companies, which the advisor defines as companies with market capitalizations within the range of the Russell 1000® Index at the time of purchase.

Related Tickers