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Wells Fargo Intrinsic Value R (EIVTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.84-0.02 (-0.17%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.69%
5-year average return8.11%
Number of years up6
Number of years down3
Best 1-yr total return (15 Jun 2023)32.07%
Worst 1-yr total return (15 Jun 2023)N/A
Best 3-yr total return32.07%
Worst 3-yr total return5.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEIVTXCategory
YTD4.69%4.44%
1-month4.32%-4.04%
3-month8.62%4.09%
1-year19.83%14.37%
3-year11.67%6.04%
5-year8.11%9.20%
10-year8.74%8.57%
Last bull market37.22%22.97%
Last bear market-14.26%-11.27%

Annual total return (%) history

Year
EIVTXCategory
2023
N/A11.63%
2022
-6.74%-5.90%
2021
23.39%26.22%
2020
0.98%2.91%
2019
32.07%25.04%
2018
-5.93%-8.53%
2017
15.40%15.94%
2016
6.96%14.81%
2015
-1.05%-4.05%
2014
10.09%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-1.15%N/AN/AN/A
2022-3.48%-14.26%-2.56%15.65%
20219.86%4.77%-0.20%7.42%
2020-25.67%14.73%4.16%13.69%
201913.18%5.54%3.09%7.26%
2018-1.76%3.10%6.73%-12.97%
20173.93%1.64%3.48%5.58%
2016-0.93%0.86%3.48%3.45%
20150.97%0.89%-7.79%5.34%
20142.45%3.51%-0.65%4.49%
20132.78%4.81%9.12%N/A

Rank in category (by total return)

YTD32
1-month19
3-month19
1-year6
3-year73
5-year40

Load adjusted returns

1-year1.34%
3-year10.87%
5-year7.49%
10-year8.11%