WOFNX Mutual Fund

WOFNX Mutual Fund

NAV$66.99
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Returns Overview

1 Month
-1.76%
3 Months
-0.31%
6 Months
+3.23%
YTD
+8.17%
1 Year
+8.50%
3 Years (annualized)
+16.75%
5 Years (annualized)
+6.83%
10 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOFNX 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
PROUpgrade to run
🏦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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+4.64%
vs Peers
+3.53%

WOFNX Mutual Fund Performance

WOFNX performance across multiple time periods: 1-month -1.76%, YTD 8.17%, 1-year 8.50%, 3-year 16.75%, 5-year 6.83%, 10-year 12.32%.

WOFNX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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