WFCMX Mutual Fund

NAV$11.17

Returns Overview

1 Month
+0.78%
3 Months
+2.47%
6 Months
+2.87%
YTD
+2.78%
1 Year
+7.45%
3 Years (annualized)
+4.71%
5 Years (annualized)
+1.72%
10 Years (annualized)
+2.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFCMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.78%
Peer Avg (YTD)
+1.79%
vs Peers
+0.99%

WFCMX Mutual Fund Performance

WFCMX performance across multiple time periods: 1-month 0.78%, YTD 2.78%, 1-year 7.45%, 3-year 4.71%, 5-year 1.72%, 10-year 2.74%.

WFCMX returns outperform the peer average of 1.79% YTD. investors should weigh costs against performance when evaluating this mutual fund.

WFCMX performance comparison shows side-by-side returns with another fund. WFCMX alternatives are available in the Mutual Fund Screener.