WFDAX Mutual Fund

WFDAX Mutual Fund

NAV$24.65
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Returns Overview

1 Month
-10.14%
3 Months
-0.04%
6 Months
+7.78%
YTD
+8.58%
1 Year
+11.04%
3 Years (annualized)
+10.88%
5 Years (annualized)
-1.27%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFDAX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+9.54%
vs Peers
-0.96%

WFDAX Mutual Fund Performance

WFDAX performance across multiple time periods: 1-month -10.14%, YTD 8.58%, 1-year 11.04%, 3-year 10.88%, 5-year -1.27%, 10-year 11.10%.

WFDAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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