WFEIX Mutual Fund

WFEIX Mutual Fund

NAV$64.27
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Returns Overview

1 Month
-6.24%
3 Months
+0.68%
6 Months
+6.71%
YTD
+4.51%
1 Year
+5.04%
3 Years (annualized)
+13.75%
5 Years (annualized)
-0.25%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFEIX 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
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📉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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+9.54%
vs Peers
-5.03%

WFEIX Mutual Fund Performance

WFEIX performance across multiple time periods: 1-month -6.24%, YTD 4.51%, 1-year 5.04%, 3-year 13.75%, 5-year -0.25%, 10-year 11.18%.

WFEIX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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