WFPRX Mutual Fund

WFPRX Mutual Fund

NAV$51.23
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Returns Overview

1 Month
-4.76%
3 Months
-3.60%
6 Months
+5.69%
YTD
+7.74%
1 Year
+9.69%
3 Years (annualized)
+14.00%
5 Years (annualized)
+9.73%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFPRX 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)
+7.74%
Peer Avg (YTD)
+6.73%
vs Peers
+1.02%

WFPRX Mutual Fund Performance

WFPRX performance across multiple time periods: 1-month -4.76%, YTD 7.74%, 1-year 9.69%, 3-year 14.00%, 5-year 9.73%, 10-year 10.90%.

WFPRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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