WFPDX Mutual Fund

WFPDX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
+2.43%
3 Months
-4.10%
6 Months
+13.47%
YTD
+2.33%
1 Year
+0.17%
3 Years (annualized)
+19.87%
5 Years (annualized)
+6.43%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFPDX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+8.68%
vs Peers
-6.35%

WFPDX Mutual Fund Performance

WFPDX performance across multiple time periods: 1-month 2.43%, YTD 2.33%, 1-year 0.17%, 3-year 19.87%, 5-year 6.43%, 10-year 14.60%.

WFPDX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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