WFIOX Mutual Fund

WFIOX Mutual Fund

NAV$66.25
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Returns Overview

1 Month
+2.71%
3 Months
+1.61%
6 Months
+12.23%
YTD
+12.70%
1 Year
+20.06%
3 Years (annualized)
+18.24%
5 Years (annualized)
+11.10%
10 Years (annualized)
+14.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFIOX 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
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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)
+12.70%
Peer Avg (YTD)
+11.21%
vs Peers
+1.49%

WFIOX Mutual Fund Performance

WFIOX performance across multiple time periods: 1-month 2.71%, YTD 12.70%, 1-year 20.06%, 3-year 18.24%, 5-year 11.10%, 10-year 14.33%.

WFIOX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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