WFDSX Mutual Fund

NAV$32.82

Returns Overview

1 Month
+6.14%
3 Months
+27.89%
6 Months
+21.04%
YTD
+19.54%
1 Year
+25.00%
3 Years (annualized)
+18.43%
5 Years (annualized)
+7.63%
10 Years (annualized)
+20.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFDSX 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)
+19.54%
Peer Avg (YTD)
+10.82%
vs Peers
+8.72%

WFDSX Mutual Fund Performance

WFDSX performance across multiple time periods: 1-month 6.14%, YTD 19.54%, 1-year 25.00%, 3-year 18.43%, 5-year 7.63%, 10-year 20.78%.

WFDSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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