WFPCX Mutual Fund

WFPCX Mutual Fund

NAV$45.00
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Returns Overview

1 Month
-4.85%
3 Months
-3.86%
6 Months
+5.06%
YTD
+6.83%
1 Year
+8.43%
3 Years (annualized)
+11.12%
5 Years (annualized)
+7.55%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFPCX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+6.73%
vs Peers
+0.11%

WFPCX Mutual Fund Performance

WFPCX performance across multiple time periods: 1-month -4.85%, YTD 6.83%, 1-year 8.43%, 3-year 11.12%, 5-year 7.55%, 10-year 9.15%.

WFPCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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