WFALX Mutual Fund

WFALX Mutual Fund

NAV$18.93
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Returns Overview

1 Month
-0.42%
3 Months
+0.17%
6 Months
+2.00%
YTD
+5.05%
1 Year
+5.05%
3 Years (annualized)
+10.09%
5 Years (annualized)
+2.96%
10 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFALX 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)
+5.05%
Peer Avg (YTD)
+5.30%
vs Peers
-0.25%

WFALX Mutual Fund Performance

WFALX performance across multiple time periods: 1-month -0.42%, YTD 5.05%, 1-year 5.05%, 3-year 10.09%, 5-year 2.96%, 10-year 6.99%.

WFALX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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