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Wells Fargo Intrinsic Value R6 (EIVFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.25-0.02 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.40%
5-year average return10.75%
Number of years up8
Number of years down3
Best 1-yr total return (26 Jun 2024)33.10%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return33.10%
Worst 3-yr total return5.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEIVFXCategory
YTD10.23%4.44%
1-month3.92%-4.04%
3-month5.66%4.09%
1-year26.15%14.37%
3-year8.00%6.04%
5-year12.02%9.20%
10-year9.53%8.57%
Last bull market23.80%22.97%
Last bear market-14.18%-11.27%

Annual total return (%) history

Year
EIVFXCategory
2024
N/AN/A
2023
14.13%11.63%
2022
-6.21%-5.90%
2021
24.27%26.22%
2020
1.48%2.91%
2019
33.10%25.04%
2018
-4.61%-8.53%
2017
16.25%15.94%
2016
7.71%14.81%
2015
-0.30%-4.05%
2014
10.42%10.21%
2013
30.27%31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.07%N/AN/AN/A
2023-0.92%7.51%-3.02%10.48%
2022-3.37%-14.18%-2.36%15.84%
20219.99%4.90%0.07%7.63%
2020-25.59%15.02%4.07%13.94%
201913.45%5.68%3.32%7.46%
2018-1.64%3.25%7.74%-12.82%
20174.10%1.76%3.70%5.82%
2016-0.78%1.05%3.62%3.67%
20151.14%1.13%-7.68%5.58%
20142.61%3.75%-0.94%4.70%
201310.34%2.86%4.98%9.33%

Rank in category (by total return)

YTD14
1-month16
3-month17
1-year23
3-year21
5-year38

Load adjusted returns

1-year26.15%
3-year8.00%
5-year12.02%
10-year9.53%