WFSTX Mutual Fund

NAV$10.58

Returns Overview

1 Month
+7.41%
3 Months
+24.20%
6 Months
+13.84%
YTD
+13.73%
1 Year
+7.43%
3 Years (annualized)
+14.47%
5 Years (annualized)
+3.71%
10 Years (annualized)
+16.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFSTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+16.06%
vs Peers
-2.34%

WFSTX Mutual Fund Performance

WFSTX performance across multiple time periods: 1-month 7.41%, YTD 13.73%, 1-year 7.43%, 3-year 14.47%, 5-year 3.71%, 10-year 16.39%.

WFSTX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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