WFINX Mutual Fund

NAV$66.28

Returns Overview

1 Month
-1.06%
3 Months
+14.85%
6 Months
+9.54%
YTD
+9.34%
1 Year
+20.85%
3 Years (annualized)
+16.69%
5 Years (annualized)
+10.64%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFINX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.34%
Peer Avg (YTD)
+9.51%
vs Peers
-0.17%

WFINX Mutual Fund Performance

WFINX performance across multiple time periods: 1-month -1.06%, YTD 9.34%, 1-year 20.85%, 3-year 16.69%, 5-year 10.64%, 10-year 13.38%.

WFINX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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