WOFDX Mutual Fund

WOFDX Mutual Fund

NAV$63.98
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Returns Overview

1 Month
-1.79%
3 Months
-0.38%
6 Months
+3.11%
YTD
+7.98%
1 Year
+8.29%
3 Years (annualized)
+16.51%
5 Years (annualized)
+6.60%
10 Years (annualized)
+12.07%

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)
+7.98%
Peer Avg (YTD)
+5.23%
vs Peers
+2.75%

WOFDX Mutual Fund Performance

WOFDX performance across multiple time periods: 1-month -1.79%, YTD 7.98%, 1-year 8.29%, 3-year 16.51%, 5-year 6.60%, 10-year 12.07%.

WOFDX returns outperform the peer average of 5.23% 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.