WFBFX Mutual Fund

WFBFX Mutual Fund

NAV$15.32
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Returns Overview

1 Month
-3.03%
3 Months
-3.15%
6 Months
-2.07%
YTD
-3.75%
1 Year
-3.63%
3 Years (annualized)
+7.53%
5 Years (annualized)
+1.25%
10 Years (annualized)
+0.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFBFX 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 Global Aggregate Index
This Mutual Fund (YTD)
-3.75%
Peer Avg (YTD)
-1.59%
vs Peers
-2.16%

WFBFX Mutual Fund Performance

WFBFX performance across multiple time periods: 1-month -3.03%, YTD -3.75%, 1-year -3.63%, 3-year 7.53%, 5-year 1.25%, 10-year 0.48%.

WFBFX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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