WFINX Mutual Fund

WFINX Mutual Fund

NAV$64.76
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Returns Overview

1 Month
-0.98%
3 Months
+1.18%
6 Months
+5.10%
YTD
+10.45%
1 Year
+10.76%
3 Years (annualized)
+21.93%
5 Years (annualized)
+10.72%
10 Years (annualized)
+14.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFINX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.45%
Peer Avg (YTD)
+10.80%
vs Peers
-0.35%

WFINX Mutual Fund Performance

WFINX performance across multiple time periods: 1-month -0.98%, YTD 10.45%, 1-year 10.76%, 3-year 21.93%, 5-year 10.72%, 10-year 14.75%.

WFINX returns trail the peer average of 10.80% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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