WFSTX Mutual Fund

WFSTX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
+1.92%
3 Months
-1.67%
6 Months
+5.78%
YTD
+4.12%
1 Year
+1.32%
3 Years (annualized)
+11.44%
5 Years (annualized)
+0.87%
10 Years (annualized)
+14.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFSTX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.12%
Peer Avg (YTD)
+14.35%
vs Peers
-10.23%

WFSTX Mutual Fund Performance

WFSTX performance across multiple time periods: 1-month 1.92%, YTD 4.12%, 1-year 1.32%, 3-year 11.44%, 5-year 0.87%, 10-year 14.42%.

WFSTX returns trail the peer average of 14.35% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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