WFPDX Mutual Fund

WFPDX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
+0.49%
3 Months
-4.90%
6 Months
+3.11%
YTD
-0.10%
1 Year
+1.81%
3 Years (annualized)
+19.87%
5 Years (annualized)
+6.43%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFPDX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.10%
Peer Avg (YTD)
+8.51%
vs Peers
-8.61%

WFPDX Mutual Fund Performance

WFPDX performance across multiple time periods: 1-month 0.49%, YTD -0.10%, 1-year 1.81%, 3-year 19.87%, 5-year 6.43%, 10-year 14.60%.

WFPDX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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