Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVSAX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS A) | 11.45% | 29.16% | 24.22% | 10.67% | 12.11% | 12.29% | 9.80% | … | … |
Data as of 06/03/2026, Common starting date is 04/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVSAX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS A) | 04/27/1990 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 29.16 | 24.22 | 10.67 | 12.11 | 12.29 | 9.80 | … | … | 11.45 | 18.65 | 29.20 | 25.97 | -27.62 | 21.13 | 7.90 | 28.64 | -8.43 | 20.48 | 11.62 | 2.01 | 15.16 | 33.46 | 14.43 | 3.64 | 12.37 | 23.27 | -35.36 | 5.44 | 17.17 | 7.16 | 12.13 | 29.84 | -22.69 | -13.88 | -7.96 | 19.74 | -8.89 | 13.90 | 8.48 | 25.56 | -8.02 | 3.73 | 6.03 | 41.43 | 1.51 |
| Sharpe Ratio | NA | 2.28 | 1.44 | 0.44 | 0.55 | NA | NA | … | … | 2.03 | 0.84 | 1.93 | 1.71 | -1.07 | 1.35 | 0.22 | 2.16 | -0.57 | 2.93 | 0.90 | 0.13 | 1.31 | 3.00 | 1.15 | 0.15 | 0.68 | 0.89 | -0.90 | 0.14 | 1.30 | 0.46 | 0.97 | 1.75 | -0.97 | -0.82 | -0.51 | 0.90 | -0.39 | 0.46 | 0.31 | 2.00 | -0.92 | 0.14 | 0.32 | 2.57 | -0.18 |
| Standard Deviation(%) | NA | 12.18 | 15.06 | 18.30 | 18.92 | NA | NA | … | … | 13.76 | 18.75 | 13.26 | 13.18 | 27.18 | 15.60 | 35.31 | 12.60 | 17.15 | 6.80 | 12.66 | 15.41 | 11.53 | 11.15 | 12.58 | 23.57 | 18.13 | 26.13 | 40.25 | 15.96 | 10.62 | 10.69 | 11.48 | 16.67 | 24.64 | 20.30 | 23.90 | 18.12 | 31.68 | 22.10 | 15.68 | 10.76 | 12.10 | 11.01 | 11.13 | 14.50 | 17.43 |
| Draw Down(%) | NA | 8.65 | 19.00 | 32.80 | 33.03 | NA | NA | … | … | 8.65 | 19.00 | 8.88 | 9.88 | 29.19 | 9.83 | 33.03 | 7.14 | 20.00 | 2.86 | 9.65 | 11.72 | 7.99 | 5.60 | 10.21 | 19.32 | 16.60 | 26.60 | 46.77 | 10.68 | 8.27 | 7.12 | 7.95 | 12.44 | 32.73 | 28.75 | 17.55 | 15.01 | 30.07 | 19.55 | 12.92 | 8.43 | 12.46 | 8.28 | 7.44 | 6.50 | 22.39 |
| Yield(%) | 0.00 | 6.09 | 8.47 | 4.62 | 5.92 | 8.23 | 6.67 | … | … | 0.00 | 6.24 | 8.06 | 10.67 | 0.66 | 0.82 | 1.81 | 5.24 | 6.04 | 4.94 | 2.69 | 10.93 | 17.54 | 18.35 | 13.74 | 5.34 | 0.70 | 1.56 | 3.65 | 12.30 | 5.08 | 0.72 | 0.82 | 0.41 | 0.41 | 0.37 | 15.92 | 12.52 | 0.04 | 0.09 | 0.77 | 1.30 | 0.84 | 0.87 | 1.33 | 2.49 | 1.98 |
Data as of 06/03/2026, Common starting date is 04/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSAX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS A) |
-16.38%
Mar 2000 – Mar 2003 |
-11.44%
Sep 1997 – Sep 2002 |
-2.92%
Feb 1999 – Feb 2009 |
-0.27%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSAX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS A) |
25.22%
May 2023 – May 2026 |
21.85%
Feb 2009 – Feb 2014 |
15.65%
Feb 2009 – Feb 2019 |
13.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart