WFBIX Mutual Fund

WFBIX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
+0.34%
3 Months
-0.76%
6 Months
-2.15%
YTD
-0.13%
1 Year
+1.83%
3 Years (annualized)
+5.29%
5 Years (annualized)
+0.37%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFBIX 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)
-0.13%
Peer Avg (YTD)
+2.15%
vs Peers
-2.28%

WFBIX Mutual Fund Performance

WFBIX performance across multiple time periods: 1-month 0.34%, YTD -0.13%, 1-year 1.83%, 3-year 5.29%, 5-year 0.37%, 10-year 1.62%.

WFBIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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