WFMDX Mutual Fund

WFMDX Mutual Fund

NAV$50.48
See how much of WFMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.79%
3 Months
-3.69%
6 Months
+5.48%
YTD
+7.44%
1 Year
+9.29%
3 Years (annualized)
+13.62%
5 Years (annualized)
+9.36%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFMDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+7.44%
Peer Avg (YTD)
+6.73%
vs Peers
+0.72%

WFMDX Mutual Fund Performance

WFMDX performance across multiple time periods: 1-month -4.79%, YTD 7.44%, 1-year 9.29%, 3-year 13.62%, 5-year 9.36%, 10-year 10.52%.

WFMDX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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