WFTIX Mutual Fund

WFTIX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
-10.18%
3 Months
+0.95%
6 Months
+5.72%
YTD
+2.28%
1 Year
-2.17%
3 Years (annualized)
+10.28%
5 Years (annualized)
+1.68%
10 Years (annualized)
+15.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFTIX 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)
+2.28%
Peer Avg (YTD)
+11.56%
vs Peers
-9.27%

WFTIX Mutual Fund Performance

WFTIX performance across multiple time periods: 1-month -10.18%, YTD 2.28%, 1-year -2.17%, 3-year 10.28%, 5-year 1.68%, 10-year 15.24%.

WFTIX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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