WFATX Mutual Fund

WFATX Mutual Fund

NAV$39.75
See how much of WFATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.32%
3 Months
+0.41%
6 Months
+2.55%
YTD
+5.97%
1 Year
+6.18%
3 Years (annualized)
+12.93%
5 Years (annualized)
+5.00%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFATX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+5.97%
Peer Avg (YTD)
+5.30%
vs Peers
+0.67%

WFATX Mutual Fund Performance

WFATX performance across multiple time periods: 1-month -0.32%, YTD 5.97%, 1-year 6.18%, 3-year 12.93%, 5-year 5.00%, 10-year 9.19%.

WFATX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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