Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVSRX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS R6) | 7.09% | 23.37% | 22.34% | 14.39% | 15.16% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVSRX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS R6) | 10/01/2015 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.07 | 23.37 | 22.34 | 14.39 | 15.16 | NA | NA | … | … | 7.09 | 14.24 | 29.75 | 26.48 | -17.86 | 30.94 | 16.47 | 29.15 | -8.04 | 20.97 | 12.10 | 6.25 |
| Sharpe Ratio | NA | 1.94 | 1.35 | 0.72 | 0.76 | NA | NA | … | … | 1.37 | 0.59 | 1.97 | 1.74 | -0.81 | 2.32 | 0.47 | 2.20 | -0.55 | 3.01 | 0.93 | 1.85 |
| Standard Deviation(%) | NA | 12.55 | 15.14 | 17.02 | 18.13 | NA | NA | … | … | 14.24 | 19.54 | 13.27 | 13.21 | 23.93 | 13.33 | 34.36 | 12.55 | 17.15 | 6.77 | 12.71 | 14.77 |
| Draw Down(%) | NA | 8.61 | 18.93 | 23.66 | 33.04 | NA | NA | … | … | 8.61 | 18.93 | 8.90 | 9.76 | 23.66 | 5.34 | 33.04 | 7.07 | 19.82 | 2.79 | 9.66 | 4.27 |
| Yield(%) | 0.00 | 6.23 | 8.54 | 8.38 | 10.19 | 7.40 | 5.55 | … | … | 0.00 | 6.45 | 8.27 | 10.80 | 10.40 | 10.25 | 9.92 | 5.70 | 6.39 | 5.31 | 3.08 | 11.62 |
Data as of 06/10/2026, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSRX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS R6) |
3.06%
Mar 2017 – Mar 2020 |
8.20%
Sep 2017 – Sep 2022 |
14.07%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSRX (WELLS FARGO DISCIPLINED U.S. CORE FUND CLASS R6) |
26.69%
Sep 2022 – Sep 2025 |
19.50%
Mar 2020 – Mar 2025 |
15.66%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart