WFPDX Mutual Fund

WFPDX Mutual Fund

NAV$10.35
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Returns Overview

1 Month
-6.83%
3 Months
-2.94%
6 Months
+1.99%
YTD
-0.58%
1 Year
+1.24%
3 Years (annualized)
+19.15%
5 Years (annualized)
+6.97%
10 Years (annualized)
+14.49%

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)
-0.58%
Peer Avg (YTD)
+6.23%
vs Peers
-6.82%

WFPDX Mutual Fund Performance

WFPDX performance across multiple time periods: 1-month -6.83%, YTD -0.58%, 1-year 1.24%, 3-year 19.15%, 5-year 6.97%, 10-year 14.49%.

WFPDX returns trail the peer average of 6.23% 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.