WFMDX Mutual Fund

WFMDX Mutual Fund

NAV$53.15
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Returns Overview

1 Month
+6.66%
3 Months
+2.57%
6 Months
+6.27%
YTD
+14.60%
1 Year
+17.92%
3 Years (annualized)
+17.50%
5 Years (annualized)
+9.20%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFMDX 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
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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 Value(^RMCCV)
This Mutual Fund (YTD)
+14.60%
Peer Avg (YTD)
+8.01%
vs Peers
+6.59%

WFMDX Mutual Fund Performance

WFMDX performance across multiple time periods: 1-month 6.66%, YTD 14.60%, 1-year 17.92%, 3-year 17.50%, 5-year 9.20%, 10-year 10.73%.

WFMDX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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