WFTIX Mutual Fund

WFTIX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
+1.89%
3 Months
-1.58%
6 Months
+5.89%
YTD
+4.21%
1 Year
+1.52%
3 Years (annualized)
+11.71%
5 Years (annualized)
+1.15%
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)
+4.21%
Peer Avg (YTD)
+14.35%
vs Peers
-10.13%

WFTIX Mutual Fund Performance

WFTIX performance across multiple time periods: 1-month 1.89%, YTD 4.21%, 1-year 1.52%, 3-year 11.71%, 5-year 1.15%, 10-year 15.24%.

WFTIX returns trail the peer average of 14.35% 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.