Wells Fargo Advantage Equity Gateway Funds - Equity Value Fund (WLVIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:01PM EDT
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return4.64%
5-Year Average Return9.73%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (Jul 15, 2024)36.76%
Worst 1 Yr Total Return (Jul 15, 2024)N/A
Best 3-Yr Total Return36.76%
Worst 3-Yr Total Return3.78%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnWLVIXCategory
YTD4.30%9.69%
1-Month1.20%0.91%
3-Month0.76%5.21%
1-Year11.12%27.06%
3-Year2.15%11.00%
5-Year9.96%10.26%
10-Year8.37%8.34%
Last Bull Market16.02%15.58%
Last Bear Market-12.67%-12.16%
Annual Total Return (%) History
YearWLVIXCategory
2024N/AN/A
202313.48%N/A
2022-12.82%N/A
202113.00%N/A
202023.49%11.72%
201930.13%19.23%
2018-6.11%-5.76%
201712.76%13.21%
20169.05%7.34%
2015-2.28%-1.93%
201411.52%6.21%
201331.05%16.48%
201210.43%11.72%
20113.49%-0.11%
20109.03%11.83%
200936.76%24.13%
2008-31.86%-28.00%
20071.41%5.99%
20067.14%11.29%
20058.04%5.13%
200411.12%8.86%
200332.26%20.35%
2002-25.12%-12.02%
2001N/A-5.05%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20243.51%0.76%N/AN/A
20232.71%3.70%-3.37%10.26%
2022-3.31%-12.67%-3.13%6.57%
20213.11%6.07%-0.77%4.12%
2020-10.44%16.05%7.11%10.93%
201911.13%4.84%4.78%6.59%
2018-2.18%1.84%6.10%-11.17%
20175.22%2.18%1.19%3.65%
20161.65%1.63%2.35%3.13%
20152.94%-1.34%-7.16%3.63%
20141.72%3.71%-0.65%6.41%
201310.81%4.03%4.48%8.82%
20128.95%-1.73%4.09%-0.90%
20114.98%0.00%-11.50%11.39%
20103.49%-10.03%10.93%5.55%
2009-5.03%16.45%14.86%7.65%
2008-8.78%3.21%-7.96%-21.36%
2007-0.75%5.57%-1.60%-1.64%
20063.08%-3.99%1.99%6.14%
2005-1.67%2.32%3.75%3.50%
20040.49%2.33%-2.56%10.91%
2003-8.00%23.00%4.45%11.90%
2002-5.70%-16.70%-15.25%12.48%
200116.07%N/AN/AN/A
Rank In Category (By Total Return)
YTD83
1-Month56
3-Month64
1-Year67
3-Year61
5-Year10
Load Adjusted Returns
1-Year11.12%
3-Year2.15%
5-Year9.96%
10-Year8.37%
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