WFICX Mutual Fund

NAV$17.89

Returns Overview

1 Month
-2.88%
3 Months
+6.05%
6 Months
+13.08%
YTD
+22.20%
1 Year
+48.69%
3 Years (annualized)
+25.99%
5 Years (annualized)
+14.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFICX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+22.20%
Peer Avg (YTD)
+18.52%
vs Peers
+3.67%

WFICX Mutual Fund Performance

WFICX performance across multiple time periods: 1-month -2.88%, YTD 22.20%, 1-year 48.69%, 3-year 25.99%, 5-year 14.66%.

WFICX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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