WFCPX Mutual Fund

WFCPX Mutual Fund

NAV$16.46
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Returns Overview

1 Month
-1.05%
3 Months
-0.40%
6 Months
-0.54%
YTD
-0.04%
1 Year
+3.21%
3 Years (annualized)
+5.05%
5 Years (annualized)
+0.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFCPX 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)
-0.04%
Peer Avg (YTD)
-0.32%
vs Peers
+0.29%

WFCPX Mutual Fund Performance

WFCPX performance across multiple time periods: 1-month -1.05%, YTD -0.04%, 1-year 3.21%, 3-year 5.05%, 5-year 0.75%.

WFCPX returns outperform the peer average of -0.32% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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