WOFNX Mutual Fund

WOFNX Mutual Fund

NAV$68.62
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Returns Overview

1 Month
+0.90%
3 Months
+3.55%
6 Months
+6.82%
YTD
+8.51%
1 Year
+12.32%
3 Years (annualized)
+12.08%
5 Years (annualized)
+8.11%
10 Years (annualized)
+12.68%

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)
+8.51%
Peer Avg (YTD)
+6.23%
vs Peers
+2.28%

WOFNX Mutual Fund Performance

WOFNX performance across multiple time periods: 1-month 0.90%, YTD 8.51%, 1-year 12.32%, 3-year 12.08%, 5-year 8.11%, 10-year 12.68%.

WOFNX returns outperform the peer average of 6.23% 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.