WFPCX Mutual Fund

NAV$45.34

Returns Overview

1 Month
+0.96%
3 Months
+2.56%
6 Months
+5.08%
YTD
+10.64%
1 Year
+17.46%
3 Years (annualized)
+10.27%
5 Years (annualized)
+7.73%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WFPCX 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)
+10.64%
Peer Avg (YTD)
+10.82%
vs Peers
-0.18%

WFPCX Mutual Fund Performance

WFPCX performance across multiple time periods: 1-month 0.96%, YTD 10.64%, 1-year 17.46%, 3-year 10.27%, 5-year 7.73%, 10-year 9.42%.

WFPCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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