WOFNX Mutual Fund

WOFNX Mutual Fund

NAV$69.48
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Returns Overview

1 Month
+2.33%
3 Months
+2.28%
6 Months
+11.31%
YTD
+11.04%
1 Year
+12.98%
3 Years (annualized)
+13.53%
5 Years (annualized)
+7.38%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOFNX 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)
+11.04%
Peer Avg (YTD)
+8.51%
vs Peers
+2.53%

WOFNX Mutual Fund Performance

WOFNX performance across multiple time periods: 1-month 2.33%, YTD 11.04%, 1-year 12.98%, 3-year 13.53%, 5-year 7.38%, 10-year 12.51%.

WOFNX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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