WFDRX Mutual Fund

NAV$32.82

Returns Overview

1 Month
+6.12%
3 Months
+27.91%
6 Months
+21.08%
YTD
+19.57%
1 Year
+25.12%
3 Years (annualized)
+18.49%
5 Years (annualized)
+7.66%
10 Years (annualized)
+20.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFDRX 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)
+19.57%
Peer Avg (YTD)
+10.82%
vs Peers
+8.75%

WFDRX Mutual Fund Performance

WFDRX performance across multiple time periods: 1-month 6.12%, YTD 19.57%, 1-year 25.12%, 3-year 18.49%, 5-year 7.66%, 10-year 20.82%.

WFDRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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