WFIOX Mutual Fund

WFIOX Mutual Fund

NAV$67.47
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Returns Overview

1 Month
-0.36%
3 Months
+2.24%
6 Months
+17.71%
YTD
+12.30%
1 Year
+15.43%
3 Years (annualized)
+18.24%
5 Years (annualized)
+11.10%
10 Years (annualized)
+14.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFIOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.30%
Peer Avg (YTD)
+9.91%
vs Peers
+2.39%

WFIOX Mutual Fund Performance

WFIOX performance across multiple time periods: 1-month -0.36%, YTD 12.30%, 1-year 15.43%, 3-year 18.24%, 5-year 11.10%, 10-year 14.33%.

WFIOX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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