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EVSIX: Wells Fargo Advantage Discp US Core I (MUTUAL FUND)
Basic Info 20.73 0.06(0.29%) November 27
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 08/03/2010 |
| Last Dividend Date: | 12/17/2019 |
| 12-Mo. Yield | 4.50% |
| Expenses | 0.48% |
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Performance Analytics (As of 11/27/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.4 | 13.1 | 16.0 | 11.3 | 12.3 | 13.8 | 14.0 | 29.0 | -8.1 | 20.9 | 12.1 | 2.5 | 15.7 | 34.0 | 14.9 | 4.1 | 12.2 |
| SR | NA | 0.39 | 0.46 | 0.44 | 0.6 | 0.77 | 0.79 | 2.19 | -0.55 | 2.99 | 0.93 | 0.16 | 1.36 | 3.03 | 1.19 | 0.17 | 2.27 |
| DD(%) | NA | 33.0 | 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 | 35.9 | 34.4 | 23.3 | 19.3 | 17.5 | 17.4 | 12.6 | 17.1 | 6.8 | 12.7 | 15.3 | 11.5 | 11.2 | 12.6 | 23.5 | 14.0 |
| TR | NA | 0.15 | 0.17 | 0.11 | 0.12 | 0.14 | 0.14 | 0.26 | -0.09 | 0.23 | 0.13 | 0.03 | 0.15 | 0.34 | 0.15 | 0.04 | 0.33 |
| Alpha(%) | NA | 0.05 | 0.05 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta(%) | NA | 0.93 | 0.93 | 0.96 | 0.96 | 0.97 | 0.97 | 1.06 | 1.06 | 0.89 | 0.93 | 0.98 | 1.04 | 0.99 | 0.97 | 0.98 | 0.97 |
| RS | NA | 0.93 | 0.93 | 0.93 | 0.93 | 0.95 | 0.95 | 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 |
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