WFLLX Mutual Fund

NAV$21.06

Returns Overview

1 Month
+2.89%
3 Months
+12.23%
6 Months
+12.11%
YTD
+13.40%
1 Year
+20.25%
3 Years (annualized)
+21.67%
5 Years (annualized)
+17.08%
10 Years (annualized)
+13.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFLLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.40%
Peer Avg (YTD)
+8.00%
vs Peers
+5.40%

WFLLX Mutual Fund Performance

WFLLX performance across multiple time periods: 1-month 2.89%, YTD 13.40%, 1-year 20.25%, 3-year 21.67%, 5-year 17.08%, 10-year 13.29%.

WFLLX returns outperform the peer average of 8.00% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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