WFIVX Mutual Fund

NAV$38.42

Returns Overview

1 Month
-0.31%
3 Months
+3.64%
6 Months
+7.65%
YTD
+9.55%
1 Year
+22.00%
3 Years (annualized)
+19.83%
5 Years (annualized)
+12.00%
10 Years (annualized)
+14.06%

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
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
Wilshire 5000 Index(^W5000)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+9.51%
vs Peers
+0.04%

WFIVX Mutual Fund Performance

WFIVX performance across multiple time periods: 1-month -0.31%, YTD 9.55%, 1-year 22.00%, 3-year 19.83%, 5-year 12.00%, 10-year 14.06%.

WFIVX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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