WPLCX Mutual Fund

NAV$18.47

Returns Overview

1 Month
+3.87%
3 Months
+10.81%
6 Months
+15.45%
YTD
+9.23%
1 Year
+22.72%
3 Years
+22.86%
5 Years
+7.61%
10 Years
+9.71%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would WPLCX 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
Dow Jones Industrial Average Total Return USD(^DJITR)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+5.12%
vs Peers
+4.12%

WPLCX Mutual Fund Performance

WPLCX performance across multiple time periods: 1-month 3.87%, YTD 9.23%, 1-year 22.72%, 3-year 22.86%, 5-year 7.61%, 10-year 9.71%.

WPLCX returns outperform the peer average of 5.12% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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