WFDAX Mutual Fund

WFDAX Mutual Fund

NAV$23.93
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Returns Overview

1 Month
-1.43%
3 Months
-12.61%
6 Months
+11.67%
YTD
+4.33%
1 Year
+4.60%
3 Years (annualized)
+11.81%
5 Years (annualized)
-2.30%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFDAX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+4.33%
Peer Avg (YTD)
+6.73%
vs Peers
-2.40%

WFDAX Mutual Fund Performance

WFDAX performance across multiple time periods: 1-month -1.43%, YTD 4.33%, 1-year 4.60%, 3-year 11.81%, 5-year -2.30%, 10-year 10.10%.

WFDAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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