WFSAX Mutual Fund

WFSAX Mutual Fund

NAV$28.94
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Returns Overview

1 Month
-7.16%
3 Months
+3.47%
6 Months
+6.55%
YTD
+7.42%
1 Year
+15.80%
3 Years (annualized)
+8.35%
5 Years (annualized)
+3.05%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFSAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.42%
Peer Avg (YTD)
+15.31%
vs Peers
-7.89%

WFSAX Mutual Fund Performance

WFSAX performance across multiple time periods: 1-month -7.16%, YTD 7.42%, 1-year 15.80%, 3-year 8.35%, 5-year 3.05%, 10-year 9.55%.

WFSAX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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