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Allspring Disciplined US Core Inst (EVSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.33+0.13 (+0.56%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.89%
5-year average return15.61%
Number of years up11
Number of years down2
Best 1-yr total return (2 Jul 2024)33.97%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return33.97%
Worst 3-yr total return7.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEVSIXCategory
YTD18.09%5.31%
1-month3.65%-4.19%
3-month4.93%3.90%
1-year26.68%20.31%
3-year11.20%6.48%
5-year15.70%11.78%
10-year12.72%10.96%
Last bull market27.32%25.56%
Last bear market-15.85%-15.11%

Annual total return (%) history

Year
EVSIXCategory
2024
N/AN/A
2023
26.33%22.32%
2022
-17.82%-16.96%
2021
30.94%26.07%
2020
16.47%15.83%
2019
29.04%28.78%
2018
-8.08%-6.27%
2017
20.88%20.44%
2016
12.09%10.37%
2015
2.53%-1.07%
2014
15.69%10.96%
2013
33.97%31.50%
2012
14.90%14.96%
2011
4.12%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.54%4.93%N/AN/A
20237.70%9.35%-2.97%10.56%
2022-3.83%-15.85%-5.05%6.94%
20217.96%8.13%0.40%11.73%
2020-19.86%20.22%8.10%11.83%
201912.65%3.29%1.62%9.14%
2018-1.79%2.18%6.62%-14.08%
20175.14%2.92%4.93%6.46%
20161.67%1.36%3.81%4.77%
20151.39%0.00%-5.11%6.57%
20142.08%5.47%2.23%5.11%
201311.42%3.26%5.48%10.39%
201212.30%-2.46%5.24%-0.33%
20117.24%0.27%-14.48%13.23%
201010.58%N/AN/AN/A

Rank in category (by total return)

YTD6
1-month18
3-month9
1-year15
3-year7
5-year10

Load adjusted returns

1-year26.68%
3-year11.20%
5-year15.70%
10-year12.72%