WOFRX Mutual Fund

WOFRX Mutual Fund

NAV$69.99
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Returns Overview

1 Month
-0.83%
3 Months
+2.40%
6 Months
+17.47%
YTD
+10.13%
1 Year
+11.49%
3 Years (annualized)
+14.83%
5 Years (annualized)
+8.13%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOFRX 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)
+10.13%
Peer Avg (YTD)
+8.68%
vs Peers
+1.45%

WOFRX Mutual Fund Performance

WOFRX performance across multiple time periods: 1-month -0.83%, YTD 10.13%, 1-year 11.49%, 3-year 14.83%, 5-year 8.13%, 10-year 12.15%.

WOFRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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