WPGSX Mutual Fund

NAV$14.34

Returns Overview

1 Month
-4.34%
3 Months
+4.75%
6 Months
+17.73%
YTD
+25.24%
1 Year
+51.81%
3 Years (annualized)
+17.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPGSX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.24%
Peer Avg (YTD)
+18.52%
vs Peers
+6.72%

WPGSX Mutual Fund Performance

WPGSX performance across multiple time periods: 1-month -4.34%, YTD 25.24%, 1-year 51.81%, 3-year 17.20%.

WPGSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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