WFMDX Mutual Fund

NAV$50.78

Returns Overview

1 Month
+1.03%
3 Months
+2.79%
6 Months
+5.51%
YTD
+11.14%
1 Year
+18.45%
3 Years (annualized)
+11.18%
5 Years (annualized)
+8.62%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFMDX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+10.82%
vs Peers
+0.32%

WFMDX Mutual Fund Performance

WFMDX performance across multiple time periods: 1-month 1.03%, YTD 11.14%, 1-year 18.45%, 3-year 11.18%, 5-year 8.62%, 10-year 10.33%.

WFMDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

WFMDX performance comparison shows side-by-side returns with another fund. WFMDX alternatives are available in the Mutual Fund Screener.