WFTDX Mutual Fund

NAV$13.26

Returns Overview

1 Month
-1.82%
3 Months
+1.64%
6 Months
+5.02%
YTD
+5.53%
1 Year
+16.16%
3 Years (annualized)
+23.25%
5 Years (annualized)
+18.65%
10 Years (annualized)
+26.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFTDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+10.79%
vs Peers
-5.26%

WFTDX Mutual Fund Performance

WFTDX performance across multiple time periods: 1-month -1.82%, YTD 5.53%, 1-year 16.16%, 3-year 23.25%, 5-year 18.65%, 10-year 26.55%.

WFTDX returns trail the peer average of 10.79% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

WFTDX performance comparison shows side-by-side returns with another fund. WFTDX alternatives are available in the Mutual Fund Screener.