WFPAX Mutual Fund

NAV$50.07

Returns Overview

1 Month
+1.58%
3 Months
+5.61%
6 Months
+7.65%
YTD
+13.08%
1 Year
+18.38%
3 Years (annualized)
+11.12%
5 Years (annualized)
+8.54%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFPAX 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)
+13.08%
Peer Avg (YTD)
+10.82%
vs Peers
+2.26%

WFPAX Mutual Fund Performance

WFPAX performance across multiple time periods: 1-month 1.58%, YTD 13.08%, 1-year 18.38%, 3-year 11.12%, 5-year 8.54%, 10-year 10.25%.

WFPAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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