WOFRX Mutual Fund

NAV$69.44

Returns Overview

1 Month
-0.94%
3 Months
+14.71%
6 Months
+7.98%
YTD
+7.54%
1 Year
+13.62%
3 Years (annualized)
+14.20%
5 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOFRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.54%
Peer Avg (YTD)
+8.97%
vs Peers
-1.43%

WOFRX Mutual Fund Performance

WOFRX performance across multiple time periods: 1-month -0.94%, YTD 7.54%, 1-year 13.62%, 3-year 14.20%, 5-year 8.76%.

WOFRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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