WFDRX Mutual Fund

WFDRX Mutual Fund

NAV$30.72
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Returns Overview

1 Month
-1.40%
3 Months
-12.49%
6 Months
+11.93%
YTD
+4.63%
1 Year
+5.05%
3 Years (annualized)
+12.25%
5 Years (annualized)
-1.91%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFDRX 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)
+4.63%
Peer Avg (YTD)
+6.72%
vs Peers
-2.09%

WFDRX Mutual Fund Performance

WFDRX performance across multiple time periods: 1-month -1.40%, YTD 4.63%, 1-year 5.05%, 3-year 12.25%, 5-year -1.91%, 10-year 10.56%.

WFDRX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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