WFTCX Mutual Fund

NAV$4.88

Returns Overview

3 Months
+1.36%
6 Months
+10.85%
YTD
+8.54%
1 Year
+28.03%
3 Years (annualized)
+36.06%
5 Years (annualized)
+23.89%
10 Years (annualized)
+29.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFTCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+23.53%
vs Peers
-14.99%

WFTCX Mutual Fund Performance

WFTCX performance across multiple time periods: YTD 8.54%, 1-year 28.03%, 3-year 36.06%, 5-year 23.89%, 10-year 29.94%.

WFTCX returns trail the peer average of 23.53% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

WFTCX performance comparison shows side-by-side returns with another fund. WFTCX alternatives are available in the Mutual Fund Screener.