WFMIX Mutual Fund

WFMIX Mutual Fund

NAV$52.63
See how much of WFMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.68%
3 Months
+2.63%
6 Months
+6.40%
YTD
+14.84%
1 Year
+18.20%
3 Years (annualized)
+16.15%
5 Years (annualized)
+8.55%
10 Years (annualized)
+10.54%

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)
+14.84%
Peer Avg (YTD)
+8.01%
vs Peers
+6.84%

WFMIX Mutual Fund Performance

WFMIX performance across multiple time periods: 1-month 6.68%, YTD 14.84%, 1-year 18.20%, 3-year 16.15%, 5-year 8.55%, 10-year 10.54%.

WFMIX returns outperform the peer average of 8.01% 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.