WOFDX Mutual Fund

WOFDX Mutual Fund

NAV$65.95
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Returns Overview

1 Month
+2.31%
3 Months
+2.23%
6 Months
+11.22%
YTD
+10.90%
1 Year
+12.80%
3 Years (annualized)
+14.63%
5 Years (annualized)
+7.90%
10 Years (annualized)
+12.64%

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
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)
+10.90%
Peer Avg (YTD)
+8.51%
vs Peers
+2.39%

WOFDX Mutual Fund Performance

WOFDX performance across multiple time periods: 1-month 2.31%, YTD 10.90%, 1-year 12.80%, 3-year 14.63%, 5-year 7.90%, 10-year 12.64%.

WOFDX returns outperform 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.

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