WFSAX Mutual Fund

WFSAX Mutual Fund

NAV$28.28
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Returns Overview

1 Month
+0.87%
3 Months
-2.69%
6 Months
+0.69%
YTD
+4.54%
1 Year
+6.97%
3 Years (annualized)
+13.68%
5 Years (annualized)
+1.86%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFSAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.54%
Peer Avg (YTD)
+14.00%
vs Peers
-9.46%

WFSAX Mutual Fund Performance

WFSAX performance across multiple time periods: 1-month 0.87%, YTD 4.54%, 1-year 6.97%, 3-year 13.68%, 5-year 1.86%, 10-year 9.67%.

WFSAX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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