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EVSIX: Wells Fargo Advantage Discp US Core I (MUTUAL FUND)
Basic Info 20.22 0.41(2.07%) March 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 08/03/2010 |
| Last Dividend Date: | 12/16/2020 |
| 12-Mo. Yield | 9.18% |
| Expenses | 0.48% |
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Performance Analytics (As of 03/05/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.3 | 3.8 | 29.7 | 12.3 | 14.5 | 13.3 | 14.4 | 16.5 | 29.0 | -8.1 | 20.9 | 12.1 | 2.5 | 15.7 | 34.0 | 14.9 | 4.1 | 12.2 |
| SR | NA | 1.4 | 0.89 | 0.49 | 0.72 | 0.74 | 0.81 | 0.47 | 2.19 | -0.55 | 2.99 | 0.93 | 0.16 | 1.36 | 3.03 | 1.19 | 0.17 | 2.27 |
| DD(%) | NA | 3.9 | 25.3 | 33.0 | 33.0 | 33.0 | 33.0 | 33.0 | 7.1 | 19.8 | 2.9 | 9.6 | 11.7 | 8.0 | 5.6 | 10.1 | 19.2 | 7.6 |
| SD(%) | NA | 17.5 | 33.4 | 23.2 | 19.1 | 17.5 | 17.3 | 34.3 | 12.6 | 17.1 | 6.8 | 12.7 | 15.3 | 11.5 | 11.2 | 12.6 | 23.5 | 14.0 |
| TR | NA | 0.27 | 0.32 | 0.12 | 0.14 | 0.13 | 0.15 | 0.17 | 0.26 | -0.09 | 0.23 | 0.13 | 0.03 | 0.15 | 0.34 | 0.15 | 0.04 | 0.33 |
| Alpha(%) | NA | -0.07 | 0.03 | 0.01 | 0.01 | 0.01 | 0.01 | 0.05 | 0.01 | -0.01 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta(%) | NA | 0.92 | 0.92 | 0.95 | 0.95 | 0.96 | 0.97 | 0.93 | 1.06 | 1.06 | 0.89 | 0.93 | 0.98 | 1.04 | 0.99 | 0.97 | 0.98 | 0.97 |
| RS | NA | 0.73 | 0.91 | 0.92 | 0.92 | 0.94 | 0.94 | 0.93 | 0.94 | 0.96 | 0.86 | 0.95 | 0.97 | 0.96 | 0.97 | 0.96 | 0.98 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
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Best ETFs
- SCHD (Schwab US Dividend Equity ETF) 2.68% (99%)
- FNDB (Schwab Fundamental US Broad Market ETF) 2.36% (98%)
- FNDX (Schwab Fundamental US Large Company ETF) 2.29% (97%)
- DIA (SPDR Dow Jones Industrial Average ETF) 1.83% (89%)
- RWL (RevenueShares Large Cap ETF) 2.28% (89%)
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- PFM (PowerShares Dividend Achievers ETF) 2.46% (81%)
- SDY (SPDR S&P Dividend ETF) 2.87% (75%)
- DEF (Guggenheim Defensive Equity ETF) 2.67% (74%)
- VOOV (Vanguard S&P 500 Value ETF) 2.14% (73%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.87% (97%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.70% (91%)
- TY (Tri-Continental) 1.17% (89%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.07% (75%)
- GDV (Gabelli Dividend & Income) 1.28% (64%)
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- BDJ (BlackRock Enhanced Dividend Achievers) 1.35% (46%)
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