It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
EVUYX: WELLS FARGO ADVANTAGE UTILITY AND TELECOMMUNICATIONS FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 20.79 0.06(0.29%) June 05
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 03/14/1994 |
| Last Dividend Date: | 03/25/2026 |
| 12-Mo. Yield | 6.49% |
| Expenses | 1.05% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/14/1994 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 4.4 | 12.4 | 12.9 | 3.0 | 5.6 | 7.4 | 6.9 | 6.7 | 15.7 | 18.0 | -4.8 | -11.3 | 2.2 | -6.7 | 27.9 | 3.6 | 14.1 | 13.0 | -7.7 | 16.4 | 18.7 | 9.2 | 16.6 | 3.4 | 19.3 | -30.6 | 19.1 | 29.1 | 20.7 | 29.6 | 27.2 | -19.3 | -33.4 | -0.4 | 22.4 | 0.2 | 17.8 | 1.9 | 26.0 | -0.9 |
| Sharpe Ratio | NA | 0.52 | 0.74 | 0.66 | 0.03 | 0.22 | NA | NA | 0.3 | 0.87 | 1.05 | -0.55 | -0.58 | 0.12 | -0.19 | 2.61 | 0.16 | 1.61 | 0.97 | -0.54 | 1.44 | 1.78 | 1.0 | 0.91 | 0.21 | 1.04 | -0.89 | 1.04 | 2.63 | 1.53 | 2.96 | 2.2 | -0.97 | -1.84 | -0.21 | 1.29 | -0.2 | 0.96 | -0.17 | 2.67 | -0.48 |
| Draw Down(%) | NA | 7.0 | 7.6 | 14.2 | 31.4 | 33.8 | NA | NA | 61.1 | 9.2 | 8.8 | 17.5 | 20.5 | 13.4 | 31.7 | 4.3 | 9.9 | 5.7 | 11.6 | 13.0 | 8.7 | 7.5 | 7.2 | 13.3 | 12.3 | 19.6 | 39.7 | 12.5 | 4.8 | 10.8 | 5.4 | 14.0 | 33.6 | 37.8 | 18.7 | 11.2 | 14.3 | 9.5 | 10.2 | 3.7 | 5.5 |
| Standard Deviation(%) | NA | 15.4 | 13.2 | 14.6 | 17.0 | 18.2 | NA | NA | 16.8 | 14.7 | 13.7 | 15.5 | 21.9 | 17.6 | 36.2 | 10.1 | 13.5 | 8.4 | 13.2 | 14.5 | 11.4 | 10.5 | 9.2 | 18.1 | 16.2 | 18.4 | 35.5 | 15.5 | 9.8 | 12.0 | 9.6 | 12.1 | 21.0 | 19.7 | 21.7 | 14.7 | 16.5 | 14.7 | 10.4 | 8.3 | 9.3 |
| Treynor Ratio | NA | 0.09 | 0.11 | 0.11 | 0.01 | 0.04 | NA | NA | 0.06 | 0.14 | 0.16 | -0.1 | -0.14 | 0.02 | -0.08 | 0.33 | 0.03 | 0.17 | 0.16 | -0.1 | 0.21 | 0.23 | 0.11 | 0.16 | 0.03 | 0.24 | -0.35 | 0.21 | 0.35 | 0.24 | 0.37 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.05 | -0.05 | -0.02 | 0.02 | 0.0 | 0.02 | 0.0 | -0.02 | -0.01 | 0.02 | 0.03 | -0.01 | -0.01 | 0.04 | -0.03 | 0.02 | 0.04 | 0.03 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.89 | 0.89 | 0.88 | 0.9 | 0.88 | NA | NA | 0.87 | 0.91 | 0.88 | 0.86 | 0.94 | 0.89 | 0.88 | 0.81 | 0.82 | 0.78 | 0.8 | 0.8 | 0.77 | 0.8 | 0.86 | 1.01 | 1.0 | 0.79 | 0.91 | 0.77 | 0.73 | 0.78 | 0.77 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.96 | 0.96 | 0.96 | 0.84 | 0.86 | NA | NA | 0.63 | 0.97 | 0.97 | 0.96 | 0.83 | 0.59 | 0.89 | 0.83 | 0.82 | 0.8 | 0.87 | 0.86 | 0.79 | 0.87 | 0.81 | 0.93 | 0.88 | 0.83 | 0.9 | 0.77 | 0.65 | 0.83 | 0.75 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.4 | 6.5 | 6.3 | 3.6 | 5.2 | 6.2 | 6.0 | N/A | 7.0 | 5.5 | 5.5 | 2.0 | 2.0 | 1.7 | 20.2 | 2.4 | 2.4 | 1.9 | 2.1 | 2.4 | 3.0 | 2.9 | 2.8 | 2.5 | 4.2 | 6.6 | 5.4 | 7.5 | 6.3 | 3.0 | 2.9 | 2.9 | 2.9 | 3.0 | 3.5 | 4.0 | 4.3 | 4.0 | 5.2 | 4.1 |
| Dividend Growth(%) | N/A | -94.5 | 35.6 | 169.6 | -33.3 | 85.4 | 65.2 | N/A | N/A | 41.3 | -8.5 | 141.6 | 1.5 | 4.3 | -90.8 | 759.9 | 11.3 | 37.5 | -18.3 | 1.3 | -9.2 | 9.6 | 17.9 | 11.3 | -31.1 | -58.7 | 37.0 | -14.3 | 41.6 | 162.1 | 26.6 | -22.6 | -33.7 | -6.3 | -0.7 | -15.9 | 4.4 | 6.0 | -7.3 | 21.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/1994
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Utilities Asset Class Trend Rankings |
Top Rated Funds in Utilities
Best Mutual Funds
- FKUTX (FRANKLIN UTILITIES FUND CLASS A) (97%)
- FRUAX (FRANKLIN UTILITIES FUND ADVISOR CLASS) (79%)
- FUGIX (Fidelity Advisor Utilities Cl) (78%)
- FUGAX (FIDELITY ADVISOR UTILITIES FUND CLASS A) (78%)
- FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) (78%)
- FIUIX (FIDELITY TELECOM AND UTILITIES FUND FIDELITY TELECOM AND UTILITIES FUND) (75%)
- IMUIX (ING MFS Utilities Port I) (68%)
- MMUIX (MFS UTILITIES FUND I) (66%)
- EVUYX (WELLS FARGO ADVANTAGE UTILITY AND TELECOMMUNICATIONS FUND INSTITUTIONAL CLASS) (66%)
- VUIAX (VANGUARD UTILITIES INDEX FUND ADMIRAL SHARES) (66%)
Best ETFs
- XLU (Utilities Select Sector SPDR Fund) (97%)
- FXU (First Trust Utilities AlphaDEX Fund) (90%)
- IDU (iShares U.S. Utilities ETF) (89%)
- JXI (iShares Global Utilities ETF) (85%)
- PUI (Invesco Dorsey Wright Utilities Momentum ETF) (82%)
- RYU (Invesco S&P 500® Equal Weight Utilities ETF) (80%)
- VPU (Vanguard Utilities ETF) (80%)
- IPU (SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF) (34%)
- DBU (WISDOMTREE GLOBAL EX-U.S. UTILITIES FUND N/A) (25%)
- PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) (20%)
Best Closed End Funds
- UTF (Cohen and Steers Infrastructure Closed Fund) (100%)
- DNP (DNP Select Income Closed Fund) (99%)
- GLU (Gabelli Global Utility & Income Tr) (99%)
- GUT (Gabelli Utility Closed Fund) (99%)
- MFD (Macquarie/First Tr Global Infr/Util Div & Income Closed Fund) (98%)
- UTG (Reaves Utility IF) (98%)
- BUI (BlackRock Utility & Infrastructure Trust) (22%)
- DPG (Duff and Phelps Global Utility Income Closed Fund) (22%)
Latest Articles Related to EVUYX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
