WFEIX Mutual Fund

NAV$64.81

Returns Overview

1 Month
+5.06%
3 Months
+18.05%
6 Months
+12.07%
YTD
+11.46%
1 Year
+13.95%
3 Years (annualized)
+20.14%
5 Years (annualized)
+5.71%
10 Years (annualized)
+18.43%

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
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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+10.82%
vs Peers
+0.65%

WFEIX Mutual Fund Performance

WFEIX performance across multiple time periods: 1-month 5.06%, YTD 11.46%, 1-year 13.95%, 3-year 20.14%, 5-year 5.71%, 10-year 18.43%.

WFEIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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