WPLCX Mutual Fund

NAV$21.07

Returns Overview

1 Month
+1.96%
3 Months
+9.20%
6 Months
+12.09%
YTD
+11.54%
1 Year
+24.46%
3 Years (annualized)
+19.37%
5 Years (annualized)
+5.48%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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 Index(INDU)
This Mutual Fund (YTD)
+11.54%
Peer Avg (YTD)
+9.49%
vs Peers
+2.05%

WPLCX Mutual Fund Performance

WPLCX performance across multiple time periods: 1-month 1.96%, YTD 11.54%, 1-year 24.46%, 3-year 19.37%, 5-year 5.48%, 10-year 8.29%.

WPLCX returns outperform the peer average of 9.49% 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.