WFIVX Mutual Fund

WFIVX Mutual Fund

NAV$39.82
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Returns Overview

1 Month
-0.94%
3 Months
+1.11%
6 Months
+16.46%
YTD
+11.38%
1 Year
+14.16%
3 Years (annualized)
+19.69%
5 Years (annualized)
+11.24%
10 Years (annualized)
+13.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFIVX 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
Wilshire 5000 Index(^W5000)
This Mutual Fund (YTD)
+11.38%
Peer Avg (YTD)
+9.98%
vs Peers
+1.39%

WFIVX Mutual Fund Performance

WFIVX performance across multiple time periods: 1-month -0.94%, YTD 11.38%, 1-year 14.16%, 3-year 19.69%, 5-year 11.24%, 10-year 13.74%.

WFIVX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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