Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVSIX (WELLS FARGO DISCIPLINED U.S. CORE FUND INSTITUTIONAL) | 11.93% | 30.01% | 24.77% | 11.03% | 12.56% | 12.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVSIX (WELLS FARGO DISCIPLINED U.S. CORE FUND INSTITUTIONAL) | 08/03/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 30.01 | 24.77 | 11.03 | 12.56 | 12.87 | NA | … | … | 11.93 | 19.05 | 29.69 | 26.37 | -27.16 | 21.80 | 8.47 | 29.04 | -8.11 | 20.88 | 12.09 | 2.38 | 15.69 | 33.97 | 14.90 | 4.13 | 12.22 |
| Sharpe Ratio | NA | 2.32 | 1.46 | 0.47 | 0.58 | NA | NA | … | … | 2.05 | 0.87 | 1.96 | 1.73 | -1.06 | 1.40 | 0.23 | 2.19 | -0.56 | 2.98 | 0.93 | 0.15 | 1.36 | 3.03 | 1.19 | 0.17 | 2.27 |
| Standard Deviation(%) | NA | 12.17 | 15.06 | 18.24 | 18.87 | NA | NA | … | … | 13.76 | 18.71 | 13.27 | 13.22 | 27.03 | 15.52 | 35.18 | 12.60 | 17.13 | 6.81 | 12.73 | 15.36 | 11.54 | 11.19 | 12.62 | 23.53 | 13.99 |
| Draw Down(%) | NA | 8.60 | 18.96 | 32.24 | 33.04 | NA | NA | … | … | 8.60 | 18.96 | 8.90 | 9.79 | 28.75 | 9.68 | 33.04 | 7.09 | 19.80 | 2.88 | 9.61 | 11.69 | 8.01 | 5.61 | 10.13 | 19.15 | 7.58 |
| Yield(%) | 0.00 | 6.28 | 8.69 | 4.84 | 6.30 | 8.73 | 7.67 | … | … | 0.00 | 6.44 | 8.27 | 10.86 | 0.97 | 1.22 | 2.14 | 5.56 | 6.34 | 5.28 | 3.06 | 11.20 | 17.83 | 18.72 | 14.13 | 5.86 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSIX (WELLS FARGO DISCIPLINED U.S. CORE FUND INSTITUTIONAL) |
-1.27%
Dec 2019 – Dec 2022 |
2.68%
Dec 2017 – Dec 2022 |
8.00%
Oct 2013 – Oct 2023 |
11.52%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSIX (WELLS FARGO DISCIPLINED U.S. CORE FUND INSTITUTIONAL) |
25.64%
May 2023 – May 2026 |
17.17%
Sep 2011 – Sep 2016 |
15.48%
Sep 2011 – Sep 2021 |
12.89%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart