WFSAX Mutual Fund

WFSAX Mutual Fund

NAV$28.01
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Returns Overview

1 Month
+0.66%
3 Months
+0.03%
6 Months
+6.42%
YTD
+8.14%
1 Year
+12.42%
3 Years (annualized)
+9.73%
5 Years (annualized)
+2.73%
10 Years (annualized)
+9.49%

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)
+8.14%
Peer Avg (YTD)
+15.20%
vs Peers
-7.06%

WFSAX Mutual Fund Performance

WFSAX performance across multiple time periods: 1-month 0.66%, YTD 8.14%, 1-year 12.42%, 3-year 9.73%, 5-year 2.73%, 10-year 9.49%.

WFSAX returns trail the peer average of 15.20% 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.