WFBFX Mutual Fund

WFBFX Mutual Fund

NAV$15.18
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Returns Overview

1 Month
+0.44%
3 Months
-0.82%
6 Months
-0.60%
YTD
-0.93%
1 Year
-0.02%
3 Years (annualized)
+7.53%
5 Years (annualized)
+1.25%
10 Years (annualized)
+0.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFBFX 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 Global Aggregate Index
This Mutual Fund (YTD)
-0.93%
Peer Avg (YTD)
+0.20%
vs Peers
-1.13%

WFBFX Mutual Fund Performance

WFBFX performance across multiple time periods: 1-month 0.44%, YTD -0.93%, 1-year -0.02%, 3-year 7.53%, 5-year 1.25%, 10-year 0.48%.

WFBFX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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