Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVSYX (WELLS FARGO DISCIPLINED U.S. CORE FUND ADMINISTRATOR CLASS) | NA | 17.60% | 20.38% | 10.23% | 11.12% | 12.33% | 9.61% | … | … |
Data as of 10/10/2025, Common starting date is 03/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVSYX (WELLS FARGO DISCIPLINED U.S. CORE FUND ADMINISTRATOR CLASS) | 03/21/1995 | 10/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.60 | 20.38 | 10.23 | 11.12 | 12.33 | 9.61 | … | … | 13.85 | 29.29 | 26.08 | -27.19 | 21.60 | 8.30 | 28.69 | -8.32 | 20.60 | 11.78 | 2.15 | 15.45 | 33.56 | 14.65 | 3.79 | 12.73 | 23.45 | -35.18 | 5.76 | 17.45 | 7.47 | 12.45 | 30.14 | -22.48 | -13.82 | -7.73 | 20.04 | -8.70 | 14.23 | 8.56 | 18.38 |
| Sharpe Ratio | NA | 0.78 | 0.96 | 0.45 | 0.51 | NA | NA | … | … | 0.77 | 1.94 | 1.71 | -1.07 | 1.39 | 0.23 | 2.16 | -0.57 | 2.93 | 0.91 | 0.14 | 1.34 | 3.00 | 1.17 | 0.16 | 0.70 | 0.89 | -0.90 | 0.16 | 1.32 | 0.49 | 1.00 | 1.77 | -0.96 | -0.81 | -0.50 | 0.92 | -0.38 | 0.48 | 0.31 | 1.75 |
| Standard Deviation(%) | NA | 18.60 | 17.65 | 18.66 | 18.90 | NA | NA | … | … | 19.86 | 13.26 | 13.22 | 26.96 | 15.47 | 35.17 | 12.62 | 17.16 | 6.83 | 12.67 | 15.38 | 11.53 | 11.17 | 12.58 | 23.58 | 18.09 | 26.10 | 40.21 | 15.90 | 10.65 | 10.72 | 11.47 | 16.62 | 24.70 | 20.35 | 23.87 | 18.02 | 31.64 | 22.11 | 15.69 | 11.51 |
| Draw Down(%) | NA | 19.00 | 19.00 | 32.21 | 33.04 | NA | NA | … | … | 19.00 | 8.90 | 9.82 | 28.76 | 9.59 | 33.04 | 7.11 | 19.91 | 2.91 | 9.65 | 11.71 | 8.00 | 5.66 | 10.18 | 19.31 | 16.59 | 26.63 | 46.66 | 10.63 | 8.27 | 7.06 | 7.81 | 12.48 | 32.61 | 28.74 | 17.46 | 14.86 | 30.03 | 19.49 | 13.02 | 8.40 |
| Yield(%) | 0.00 | 6.20 | 6.31 | 3.97 | 5.64 | 8.63 | 6.79 | … | … | 0.00 | 7.80 | 10.39 | 0.77 | 0.94 | 1.86 | 5.22 | 5.89 | 4.91 | 2.70 | 10.93 | 17.39 | 17.77 | 13.66 | 5.34 | 0.84 | 1.81 | 3.84 | 12.47 | 5.32 | 0.99 | 1.07 | 0.78 | 0.58 | 0.59 | 15.93 | 12.61 | 0.15 | 0.35 | 1.02 | 1.39 |
Data as of 10/10/2025, Common starting date is 03/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSYX (WELLS FARGO DISCIPLINED U.S. CORE FUND ADMINISTRATOR CLASS) |
-16.18%
Mar 2000 – Mar 2003 |
-11.25%
Sep 1997 – Sep 2002 |
-2.68%
Feb 1999 – Feb 2009 |
1.34%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSYX (WELLS FARGO DISCIPLINED U.S. CORE FUND ADMINISTRATOR CLASS) |
24.35%
Feb 2009 – Feb 2012 |
22.07%
Feb 2009 – Feb 2014 |
15.83%
Feb 2009 – Feb 2019 |
13.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
