WFBIX Mutual Fund

WFBIX Mutual Fund

NAV$8.80
See how much of WFBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.08%
3 Months
+0.14%
6 Months
-0.63%
YTD
-0.32%
1 Year
-0.12%
3 Years (annualized)
+5.42%
5 Years (annualized)
-0.15%
10 Years (annualized)
+1.41%

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
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)
-0.32%
Peer Avg (YTD)
+1.93%
vs Peers
-2.25%

WFBIX Mutual Fund Performance

WFBIX performance across multiple time periods: 1-month 2.08%, YTD -0.32%, 1-year -0.12%, 3-year 5.42%, 5-year -0.15%, 10-year 1.41%.

WFBIX returns trail the peer average of 1.93% 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.