WFINX Mutual Fund

WFINX Mutual Fund

NAV$65.68
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Returns Overview

1 Month
+2.63%
3 Months
+1.37%
6 Months
+11.70%
YTD
+12.03%
1 Year
+18.95%
3 Years (annualized)
+17.11%
5 Years (annualized)
+10.05%
10 Years (annualized)
+13.26%

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)
+12.03%
Peer Avg (YTD)
+11.21%
vs Peers
+0.82%

WFINX Mutual Fund Performance

WFINX performance across multiple time periods: 1-month 2.63%, YTD 12.03%, 1-year 18.95%, 3-year 17.11%, 5-year 10.05%, 10-year 13.26%.

WFINX returns outperform the peer average of 11.21% 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.