WFDAX Mutual Fund

NAV$26.20

Returns Overview

1 Month
+6.11%
3 Months
+27.78%
6 Months
+20.84%
YTD
+19.38%
1 Year
+24.65%
3 Years (annualized)
+18.59%
5 Years (annualized)
+2.64%
10 Years (annualized)
+12.79%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+19.38%
Peer Avg (YTD)
+10.82%
vs Peers
+8.56%

WFDAX Mutual Fund Performance

WFDAX performance across multiple time periods: 1-month 6.11%, YTD 19.38%, 1-year 24.65%, 3-year 18.59%, 5-year 2.64%, 10-year 12.79%.

WFDAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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