WFUNX Mutual Fund

WFUNX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+0.01%
3 Months
+0.45%
6 Months
+0.81%
YTD
+1.22%
1 Year
+2.43%
3 Years (annualized)
+3.27%
5 Years (annualized)
+2.10%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFUNX 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
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+0.23%
vs Peers
+0.98%

WFUNX Mutual Fund Performance

WFUNX performance across multiple time periods: 1-month 0.01%, YTD 1.22%, 1-year 2.43%, 3-year 3.27%, 5-year 2.10%, 10-year 1.59%.

WFUNX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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