WFALX Mutual Fund

WFALX Mutual Fund

NAV$19.28
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Returns Overview

1 Month
-1.13%
3 Months
-0.10%
6 Months
+8.80%
YTD
+5.49%
1 Year
+7.30%
3 Years (annualized)
+12.29%
5 Years (annualized)
+5.67%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFALX 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)
+5.49%
Peer Avg (YTD)
+4.97%
vs Peers
+0.53%

WFALX Mutual Fund Performance

WFALX performance across multiple time periods: 1-month -1.13%, YTD 5.49%, 1-year 7.30%, 3-year 12.29%, 5-year 5.67%, 10-year 8.43%.

WFALX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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