WFITX Mutual Fund

NAV$10.92

Returns Overview

1 Month
+0.81%
3 Months
+1.41%
6 Months
-0.17%
YTD
+1.07%
1 Year
+1.21%
3 Years (annualized)
+2.75%
5 Years (annualized)
+0.80%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFITX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 1-15 Year Blend Index
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
-1.17%
vs Peers
+2.23%

WFITX Mutual Fund Performance

WFITX performance across multiple time periods: 1-month 0.81%, YTD 1.07%, 1-year 1.21%, 3-year 2.75%, 5-year 0.80%, 10-year 1.91%.

WFITX returns outperform the peer average of -1.17% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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