WFUSX Mutual Fund

NAV$9.59

Returns Overview

1 Month
-0.21%
3 Months
+0.23%
6 Months
+1.27%
YTD
+1.97%
1 Year
+2.32%
3 Years (annualized)
+2.61%
5 Years (annualized)
+1.24%
10 Years (annualized)
+0.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFUSX 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
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+2.13%
vs Peers
-0.15%

WFUSX Mutual Fund Performance

WFUSX performance across multiple time periods: 1-month -0.21%, YTD 1.97%, 1-year 2.32%, 3-year 2.61%, 5-year 1.24%, 10-year 0.71%.

WFUSX returns trail the peer average of 2.13% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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