WFDSX Mutual Fund

WFDSX Mutual Fund

NAV$28.85
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Returns Overview

1 Month
-3.87%
3 Months
-6.44%
6 Months
-6.38%
YTD
+1.79%
1 Year
+0.56%
3 Years (annualized)
+15.13%
5 Years (annualized)
-2.90%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFDSX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+1.79%
Peer Avg (YTD)
+10.76%
vs Peers
-8.98%

WFDSX Mutual Fund Performance

WFDSX performance across multiple time periods: 1-month -3.87%, YTD 1.79%, 1-year 0.56%, 3-year 15.13%, 5-year -2.90%, 10-year 10.12%.

WFDSX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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