WFIPX Mutual Fund

WFIPX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
-3.03%
3 Months
-4.17%
6 Months
-3.45%
YTD
-3.75%
1 Year
-3.14%
3 Years (annualized)
+3.42%
5 Years (annualized)
-1.02%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFIPX 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)
-3.75%
Peer Avg (YTD)
-1.38%
vs Peers
-2.37%

WFIPX Mutual Fund Performance

WFIPX performance across multiple time periods: 1-month -3.03%, YTD -3.75%, 1-year -3.14%, 3-year 3.42%, 5-year -1.02%, 10-year 1.37%.

WFIPX returns trail the peer average of -1.38% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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