WFATX Mutual Fund

WFATX Mutual Fund

NAV$40.66
See how much of WFATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.57%
3 Months
+2.13%
6 Months
+4.63%
YTD
+5.54%
1 Year
+12.38%
3 Years (annualized)
+12.36%
5 Years (annualized)
+6.83%
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)
+5.54%
Peer Avg (YTD)
+5.54%
vs Peers
-0.00%

WFATX Mutual Fund Performance

WFATX performance across multiple time periods: 1-month -0.57%, YTD 5.54%, 1-year 12.38%, 3-year 12.36%, 5-year 6.83%, 10-year 9.19%.

WFATX returns trail the peer average of 5.54% 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.