WFAIX Mutual Fund

WFAIX Mutual Fund

NAV$39.91
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Returns Overview

1 Month
-0.32%
3 Months
+0.38%
6 Months
+2.47%
YTD
+5.84%
1 Year
+6.04%
3 Years (annualized)
+12.76%
5 Years (annualized)
+4.84%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFAIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.84%
Peer Avg (YTD)
+5.30%
vs Peers
+0.54%

WFAIX Mutual Fund Performance

WFAIX performance across multiple time periods: 1-month -0.32%, YTD 5.84%, 1-year 6.04%, 3-year 12.76%, 5-year 4.84%, 10-year 8.48%.

WFAIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

WFAIX vs another fund shows side-by-side returns. WFAIX alternatives are available in the Mutual Fund Screener.