WFEIX Mutual Fund

WFEIX Mutual Fund

NAV$58.03
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Returns Overview

1 Month
-6.63%
3 Months
-5.69%
6 Months
-5.04%
YTD
-1.44%
1 Year
-3.66%
3 Years (annualized)
+18.09%
5 Years (annualized)
-2.23%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFEIX 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 Growth Index(^RMCCG)
This Mutual Fund (YTD)
-1.44%
Peer Avg (YTD)
+10.76%
vs Peers
-12.20%

WFEIX Mutual Fund Performance

WFEIX performance across multiple time periods: 1-month -6.63%, YTD -1.44%, 1-year -3.66%, 3-year 18.09%, 5-year -2.23%, 10-year 11.04%.

WFEIX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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