WOFDX Mutual Fund

WOFDX Mutual Fund

NAV$66.59
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Returns Overview

1 Month
-0.86%
3 Months
+2.33%
6 Months
+17.34%
YTD
+9.95%
1 Year
+11.25%
3 Years (annualized)
+14.63%
5 Years (annualized)
+7.90%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOFDX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+8.68%
vs Peers
+1.27%

WOFDX Mutual Fund Performance

WOFDX performance across multiple time periods: 1-month -0.86%, YTD 9.95%, 1-year 11.25%, 3-year 14.63%, 5-year 7.90%, 10-year 12.64%.

WOFDX returns outperform 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.

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