Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVSHX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS R) | NA | 17.25% | 14.04% | 10.75% | NA | NA | NA | … | … |
Data as of 06/30/2023, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVSHX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS R) | 10/01/2015 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.25 | 14.04 | 10.75 | NA | NA | NA | … | … | 15.94 | -18.42 | 20.37 | 15.76 | 28.26 | -8.61 | 20.17 | 11.37 | 6.19 |
| Sharpe Ratio | NA | 0.73 | 0.71 | 0.44 | NA | NA | NA | … | … | 2.13 | -0.83 | 1.30 | 0.45 | 2.13 | -0.58 | 2.88 | 0.88 | 1.84 |
| Standard Deviation(%) | NA | 18.96 | 18.14 | 21.67 | NA | NA | NA | … | … | 14.29 | 23.85 | 15.60 | 34.38 | 12.59 | 17.13 | 6.81 | 12.69 | 14.75 |
| Draw Down(%) | NA | 16.16 | 24.06 | 33.07 | NA | NA | NA | … | … | 7.59 | 24.06 | 10.20 | 33.07 | 7.19 | 20.15 | 2.94 | 9.68 | 4.19 |
| Yield(%) | 0.00 | 12.33 | 11.22 | 8.85 | 7.18 | 4.79 | 3.59 | … | … | 0.00 | 9.88 | 9.67 | 9.46 | 4.90 | 5.95 | 4.92 | 3.05 | 11.61 |
Data as of 06/30/2023, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSHX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS R) |
2.38%
Mar 2017 – Mar 2020 |
7.49%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSHX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS R) |
24.54%
Dec 2018 – Dec 2021 |
16.76%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart