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Wells Fargo Disciplined US Core R6 (EVSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.39+0.09 (+0.39%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.55%
5-year average return15.68%
Number of years up6
Number of years down2
Best 1-yr total return (30 Jun 2024)31.01%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return31.01%
Worst 3-yr total return7.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEVSRXCategory
YTD13.94%5.31%
1-month5.54%-4.19%
3-month5.05%3.90%
1-year31.17%20.31%
3-year10.77%6.48%
5-year16.57%11.78%
10-year12.53%10.96%
Last bull market27.30%25.56%
Last bear market-15.84%-15.11%

Annual total return (%) history

Year
EVSRXCategory
2024
N/AN/A
2023
26.43%22.32%
2022
-17.77%-16.96%
2021
31.01%26.07%
2020
16.53%15.83%
2019
29.15%28.78%
2018
-8.01%-6.27%
2017
20.96%20.44%
2016
12.10%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.52%N/AN/AN/A
20237.72%9.39%-2.98%10.59%
2022-3.79%-15.84%-5.04%6.95%
20217.93%8.19%0.39%11.76%
2020-19.88%20.30%8.13%11.82%
201912.72%3.31%1.60%9.15%
2018-1.77%2.21%6.61%-14.05%
20175.16%2.95%4.95%6.46%
20161.66%1.35%3.85%4.77%
20156.63%N/AN/AN/A

Rank in category (by total return)

YTD9
1-month9
3-month10
1-year12
3-year6
5-year9

Load adjusted returns

1-year31.17%
3-year10.77%
5-year16.57%
10-year12.53%