WFAIX Mutual Fund

WFAIX Mutual Fund

NAV$40.76
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Returns Overview

1 Month
-1.08%
3 Months
+0.13%
6 Months
+9.27%
YTD
+6.18%
1 Year
+8.26%
3 Years (annualized)
+13.33%
5 Years (annualized)
+6.64%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFAIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.18%
Peer Avg (YTD)
+4.96%
vs Peers
+1.22%

WFAIX Mutual Fund Performance

WFAIX performance across multiple time periods: 1-month -1.08%, YTD 6.18%, 1-year 8.26%, 3-year 13.33%, 5-year 6.64%, 10-year 9.23%.

WFAIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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