WFIVX Mutual Fund

WFIVX Mutual Fund

NAV$39.23
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Returns Overview

1 Month
-0.54%
3 Months
+3.95%
6 Months
+8.26%
YTD
+9.55%
1 Year
+18.69%
3 Years (annualized)
+17.86%
5 Years (annualized)
+11.29%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFIVX 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
Wilshire 5000 Index(^W5000)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+9.41%
vs Peers
+0.14%

WFIVX Mutual Fund Performance

WFIVX performance across multiple time periods: 1-month -0.54%, YTD 9.55%, 1-year 18.69%, 3-year 17.86%, 5-year 11.29%, 10-year 13.90%.

WFIVX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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