WFINX Mutual Fund

WFINX Mutual Fund

NAV$66.13
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Returns Overview

1 Month
-0.44%
3 Months
+2.01%
6 Months
+17.16%
YTD
+11.53%
1 Year
+14.36%
3 Years (annualized)
+17.11%
5 Years (annualized)
+10.05%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFINX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.53%
Peer Avg (YTD)
+9.98%
vs Peers
+1.55%

WFINX Mutual Fund Performance

WFINX performance across multiple time periods: 1-month -0.44%, YTD 11.53%, 1-year 14.36%, 3-year 17.11%, 5-year 10.05%, 10-year 13.26%.

WFINX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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