WFUNX Mutual Fund

WFUNX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
+0.63%
3 Months
+0.12%
6 Months
+0.57%
YTD
+1.34%
1 Year
+1.58%
3 Years (annualized)
+2.90%
5 Years (annualized)
+1.97%
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)
+1.34%
Peer Avg (YTD)
-0.87%
vs Peers
+2.20%

WFUNX Mutual Fund Performance

WFUNX performance across multiple time periods: 1-month 0.63%, YTD 1.34%, 1-year 1.58%, 3-year 2.90%, 5-year 1.97%, 10-year 1.59%.

WFUNX returns outperform the peer average of -0.87% 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.