WFSHX Mutual Fund

WFSHX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
+0.19%
3 Months
+1.36%
6 Months
+2.29%
YTD
+4.16%
1 Year
+4.67%
3 Years (annualized)
+4.92%
5 Years (annualized)
+1.54%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFSHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+5.26%
vs Peers
-1.10%

WFSHX Mutual Fund Performance

WFSHX performance across multiple time periods: 1-month 0.19%, YTD 4.16%, 1-year 4.67%, 3-year 4.92%, 5-year 1.54%, 10-year 1.65%.

WFSHX returns trail the peer average of 5.26% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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