WOFDX Mutual Fund

NAV$66.10
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Returns Overview

1 Month
-0.95%
3 Months
+14.67%
6 Months
+7.88%
YTD
+7.44%
1 Year
+13.39%
3 Years (annualized)
+13.99%
5 Years (annualized)
+8.52%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOFDX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.44%
Peer Avg (YTD)
+8.97%
vs Peers
-1.53%

WOFDX Mutual Fund Performance

WOFDX performance across multiple time periods: 1-month -0.95%, YTD 7.44%, 1-year 13.39%, 3-year 13.99%, 5-year 8.52%, 10-year 12.81%.

WOFDX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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