WOFNX Mutual Fund

NAV$69.30

Returns Overview

1 Month
-0.94%
3 Months
+14.70%
6 Months
+7.96%
YTD
+7.54%
1 Year
+13.57%
3 Years (annualized)
+14.16%
5 Years (annualized)
+8.73%
10 Years (annualized)
+13.05%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+7.54%
Peer Avg (YTD)
+8.97%
vs Peers
-1.43%

WOFNX Mutual Fund Performance

WOFNX performance across multiple time periods: 1-month -0.94%, YTD 7.54%, 1-year 13.57%, 3-year 14.16%, 5-year 8.73%, 10-year 13.05%.

WOFNX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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