WFTAX Mutual Fund

WFTAX Mutual Fund

NAV$10.34
See how much of WFTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.11%
3 Months
-1.16%
6 Months
-1.76%
YTD
-0.01%
1 Year
+2.94%
3 Years (annualized)
+3.09%
5 Years (annualized)
+0.67%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFTAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 1-15 Year Blend Index
This Mutual Fund (YTD)
-0.01%
Peer Avg (YTD)
+0.15%
vs Peers
-0.16%

WFTAX Mutual Fund Performance

WFTAX performance across multiple time periods: 1-month -0.11%, YTD -0.01%, 1-year 2.94%, 3-year 3.09%, 5-year 0.67%, 10-year 1.54%.

WFTAX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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