WFLVX Mutual Fund

WFLVX Mutual Fund

NAV$14.15
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Returns Overview

1 Month
+3.76%
3 Months
+6.45%
6 Months
+9.10%
YTD
+9.02%
1 Year
+13.09%
3 Years (annualized)
+12.97%
5 Years (annualized)
+15.12%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFLVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+4.51%
vs Peers
+4.51%

WFLVX Mutual Fund Performance

WFLVX performance across multiple time periods: 1-month 3.76%, YTD 9.02%, 1-year 13.09%, 3-year 12.97%, 5-year 15.12%, 10-year 8.54%.

WFLVX returns outperform the peer average of 4.51% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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