WFJXX Mutual Fund

WFJXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.45%
3 Months
+1.35%
6 Months
+2.64%
YTD
+3.11%
1 Year
+5.51%
3 Years (annualized)
+3.37%
5 Years (annualized)
+2.32%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFJXX 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
Bloomberg Barclays US Treasury Bill Index(LUATTRUU)
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+2.36%
vs Peers
+0.75%

WFJXX Mutual Fund Performance

WFJXX performance across multiple time periods: 1-month 0.45%, YTD 3.11%, 1-year 5.51%, 3-year 3.37%, 5-year 2.32%, 10-year 1.55%.

WFJXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.13%, investors should weigh costs against performance when evaluating this mutual fund.

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