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(WOFDX)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return5.50%
5-year average return12.16%
Number of years up16
Number of years down5
Best 1-yr total return (24 Jun 2024)47.62%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return47.62%
Worst 3-yr total return6.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWOFDXCategory
YTD4.76%12.38%
1-month2.13%5.09%
3-month-1.36%10.28%
1-year21.55%41.70%
3-year5.51%22.56%
5-year13.20%21.98%
10-year10.38%15.99%
Last bull market29.17%25.99%
Last bear market-15.83%-17.29%

Annual total return (%) history

Year
WOFDXCategory
2024
N/AN/A
2023
26.58%N/A
2022
-20.69%N/A
2021
24.72%N/A
2020
21.18%35.86%
2019
31.56%31.90%
2018
-7.15%-2.09%
2017
20.25%27.67%
2016
12.10%3.23%
2015
-3.11%3.60%
2014
10.27%10.00%
2013
30.32%33.92%
2012
14.48%15.34%
2011
-6.65%-2.46%
2010
21.63%15.53%
2009
47.62%35.68%
2008
-40.21%-40.67%
2007
5.29%13.35%
2006
12.12%7.05%
2005
7.40%6.71%
2004
17.86%7.81%
2003
37.77%28.66%
2002
N/A-27.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.83%N/AN/AN/A
20238.48%8.12%-4.77%13.33%
2022-8.45%-15.83%-3.90%7.11%
20214.32%9.44%1.01%8.15%
2020-21.65%21.48%9.67%16.09%
201915.11%4.17%2.40%7.15%
2018-0.45%3.40%5.12%-14.19%
20175.68%2.89%3.71%6.63%
20161.83%0.85%5.44%3.52%
20153.39%-1.68%-8.40%4.05%
20142.79%4.76%-2.66%5.21%
201310.74%1.44%6.10%9.33%
201213.55%-7.14%4.70%3.69%
20116.63%0.02%-20.68%10.35%
20107.32%-10.52%13.55%11.54%
2009-3.35%22.88%17.82%5.49%
2008-8.11%2.56%-10.50%-29.11%
20073.73%6.56%-0.73%-4.04%
20065.06%-2.72%3.42%6.07%
2005-2.96%3.76%4.49%2.08%
20045.03%3.06%-1.42%10.47%
2003-4.25%21.48%5.89%11.84%
20029.24%N/AN/AN/A

Rank in category (by total return)

YTD94
1-month93
3-month91
1-year91
3-year67
5-year78

Load adjusted returns

1-year21.55%
3-year5.51%
5-year13.20%
10-year10.38%