Australia markets closed

Allspring Disciplined US Core Admin (EVSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.72+0.25 (+1.02%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.21%
5-year average return16.62%
Number of years up22
Number of years down6
Best 1-yr total return (2 Oct 2024)33.56%
Worst 1-yr total return (2 Oct 2024)N/A
Best 3-yr total return33.56%
Worst 3-yr total return7.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEVSYXCategory
YTD24.27%5.31%
1-month2.03%-4.19%
3-month5.43%3.90%
1-year37.39%20.31%
3-year12.77%6.48%
5-year16.27%11.78%
10-year12.78%10.96%
Last bull market27.10%25.56%
Last bear market-15.90%-15.11%

Annual total return (%) history

Year
EVSYXCategory
2024
N/AN/A
2023
26.04%22.32%
2022
-18.02%-16.96%
2021
30.60%26.07%
2020
16.18%15.83%
2019
28.69%28.78%
2018
-8.30%-6.27%
2017
20.59%20.44%
2016
11.78%10.37%
2015
2.31%-1.07%
2014
15.37%10.96%
2013
33.56%31.50%
2012
14.65%14.96%
2011
3.79%-1.27%
2010
12.72%14.01%
2009
23.44%28.17%
2008
-35.19%-37.79%
2007
5.76%6.16%
2006
17.45%14.17%
2005
7.47%5.88%
2004
12.60%10.02%
2003
30.14%27.05%
2002
-22.35%-22.25%
2001
-13.72%-13.50%
2000
-7.89%-6.31%
1999
20.09%20.16%
1998
12.76%22.39%
1997
30.81%28.37%
1996
27.28%20.76%
1995
N/A32.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.39%4.88%5.43%N/A
20237.61%9.29%-3.06%10.56%
2022-3.89%-15.90%-5.13%6.92%
20217.88%8.06%0.30%11.69%
2020-19.89%20.13%8.04%11.74%
201912.60%3.18%1.54%9.08%
2018-1.88%2.15%6.49%-14.08%
20175.08%2.89%4.82%6.41%
20161.58%1.28%3.78%4.69%
20151.38%-0.06%-5.19%6.51%
20142.06%5.42%2.15%4.98%
201311.31%3.25%5.40%10.25%
201212.20%-2.52%5.24%-0.40%
20117.17%0.20%-14.58%13.14%
20105.30%-12.43%10.63%10.49%
2009-11.20%14.49%14.98%5.59%
2008-9.70%-1.62%-8.05%-20.66%
20071.57%6.31%0.57%-2.61%
20064.82%-1.46%6.20%7.08%
2005-0.46%1.58%4.62%1.60%
20043.02%1.06%-1.53%9.83%
2003-2.52%16.17%2.98%11.59%
20020.62%-13.21%-16.40%6.36%
2001-13.31%5.69%-14.00%9.51%
20001.99%-2.58%1.05%-8.26%
19997.65%8.16%-8.05%12.17%
199810.96%-1.80%-18.23%26.56%
1997-0.26%17.24%12.70%-0.74%
19968.38%3.17%4.07%9.37%
19959.16%8.95%4.96%N/A

Rank in category (by total return)

YTD7
1-month41
3-month66
1-year14
3-year11
5-year13

Load adjusted returns

1-year37.39%
3-year12.77%
5-year16.27%
10-year12.78%