WFTIX Mutual Fund

NAV$11.65

Returns Overview

1 Month
-8.05%
3 Months
+0.26%
6 Months
+5.53%
YTD
+2.28%
1 Year
+7.81%
3 Years (annualized)
+14.83%
5 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFTIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.28%
Peer Avg (YTD)
+16.06%
vs Peers
-13.78%

WFTIX Mutual Fund Performance

WFTIX performance across multiple time periods: 1-month -8.05%, YTD 2.28%, 1-year 7.81%, 3-year 14.83%, 5-year 4.02%.

WFTIX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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