WFMIX Mutual Fund

WFMIX Mutual Fund

NAV$51.09
See how much of WFMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.77%
3 Months
-3.63%
6 Months
+5.61%
YTD
+7.65%
1 Year
+9.56%
3 Years (annualized)
+12.32%
5 Years (annualized)
+8.71%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFMIX 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)
+7.65%
Peer Avg (YTD)
+6.73%
vs Peers
+0.92%

WFMIX Mutual Fund Performance

WFMIX performance across multiple time periods: 1-month -4.77%, YTD 7.65%, 1-year 9.56%, 3-year 12.32%, 5-year 8.71%, 10-year 10.33%.

WFMIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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