WFMIX Mutual Fund

WFMIX Mutual Fund

NAV$52.41
See how much of WFMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.17%
3 Months
+3.67%
6 Months
+7.14%
YTD
+13.25%
1 Year
+16.59%
3 Years (annualized)
+10.73%
5 Years (annualized)
+8.76%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFMIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+9.54%
vs Peers
+3.71%

WFMIX Mutual Fund Performance

WFMIX performance across multiple time periods: 1-month 0.17%, YTD 13.25%, 1-year 16.59%, 3-year 10.73%, 5-year 8.76%, 10-year 10.37%.

WFMIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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