WFOPX Mutual Fund

WFOPX Mutual Fund

NAV$44.60
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Returns Overview

1 Month
+0.82%
3 Months
+2.90%
6 Months
+17.27%
YTD
+6.62%
1 Year
+19.15%
3 Years (annualized)
+16.98%
5 Years (annualized)
+12.70%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFOPX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+17.27%
vs Peers
-10.65%

WFOPX Mutual Fund Performance

WFOPX performance across multiple time periods: 1-month 0.82%, YTD 6.62%, 1-year 19.15%, 3-year 16.98%, 5-year 12.70%, 10-year 11.10%.

WFOPX returns trail the peer average of 17.27% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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