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Wells Fargo Intrinsic Value C (EIVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.00+0.07 (+0.54%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.20%
5-year average return9.27%
Number of years up12
Number of years down5
Best 1-yr total return (13 Jun 2024)31.33%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return31.33%
Worst 3-yr total return4.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEIVCXCategory
YTD9.71%4.44%
1-month3.80%-4.04%
3-month5.39%4.09%
1-year24.77%14.37%
3-year6.72%6.04%
5-year10.74%9.20%
10-year8.21%8.57%
Last bull market23.16%22.97%
Last bear market-14.46%-11.27%

Annual total return (%) history

Year
EIVCXCategory
2024
N/AN/A
2023
12.78%11.63%
2022
-7.25%-5.90%
2021
22.76%26.22%
2020
0.48%2.91%
2019
31.33%25.04%
2018
-6.35%-8.53%
2017
14.78%15.94%
2016
6.43%14.81%
2015
-1.54%-4.05%
2014
9.54%10.21%
2013
28.67%31.21%
2012
17.95%14.57%
2011
-2.63%-0.75%
2010
16.86%13.66%
2009
29.24%24.13%
2008
-36.98%-37.09%
2007
9.27%1.42%
2006
N/A18.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.71%N/AN/AN/A
2023-1.20%7.20%-3.31%10.14%
2022-3.55%-14.46%-2.67%15.50%
20219.71%4.64%-0.28%7.24%
2020-25.74%14.64%3.94%13.55%
201913.05%5.39%2.96%7.06%
2018-1.82%2.87%6.64%-13.05%
20173.78%1.52%3.33%5.43%
2016-1.04%0.70%3.32%3.37%
20150.84%0.76%-7.92%5.24%
20142.34%3.43%-0.81%4.33%
201310.07%2.46%4.72%8.94%
201213.09%-2.94%5.57%1.79%
20117.23%-0.26%-16.68%9.26%
20105.98%-8.86%10.83%9.17%
2009-9.24%17.93%14.95%5.04%
2008-8.88%-3.03%-10.44%-20.37%
20071.54%5.18%2.29%0.02%
20064.44%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month19
3-month21
1-year32
3-year43
5-year65

Load adjusted returns

1-year23.77%
3-year6.72%
5-year10.74%
10-year8.21%