WFEIX Mutual Fund

WFEIX Mutual Fund

NAV$64.39
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Returns Overview

1 Month
-0.14%
3 Months
-5.29%
6 Months
+11.81%
YTD
+5.57%
1 Year
+3.97%
3 Years (annualized)
+18.94%
5 Years (annualized)
+3.31%
10 Years (annualized)
+17.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFEIX 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
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📉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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+6.72%
vs Peers
-1.16%

WFEIX Mutual Fund Performance

WFEIX performance across multiple time periods: 1-month -0.14%, YTD 5.57%, 1-year 3.97%, 3-year 18.94%, 5-year 3.31%, 10-year 17.47%.

WFEIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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