WFCPX Mutual Fund

NAV$16.62

Returns Overview

1 Month
-1.71%
3 Months
-1.48%
6 Months
-2.98%
YTD
-2.81%
1 Year
+4.35%
3 Years (annualized)
+5.56%
5 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFCPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.81%
Peer Avg (YTD)
+0.38%
vs Peers
-3.19%

WFCPX Mutual Fund Performance

WFCPX performance across multiple time periods: 1-month -1.71%, YTD -2.81%, 1-year 4.35%, 3-year 5.56%, 5-year 0.99%.

WFCPX returns trail the peer average of 0.38% YTD. investors should weigh costs against performance when evaluating this mutual fund.

WFCPX performance comparison shows side-by-side returns with another fund. WFCPX alternatives are available in the Mutual Fund Screener.