WPOIX Mutual Fund

NAV$11.51

Returns Overview

1 Month
+0.35%
3 Months
+7.74%
6 Months
-0.95%
YTD
-0.52%
1 Year
-0.49%
3 Years (annualized)
+12.07%
5 Years (annualized)
+7.91%
10 Years (annualized)
+12.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPOIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.52%
Peer Avg (YTD)
+3.78%
vs Peers
-4.30%

WPOIX Mutual Fund Performance

WPOIX performance across multiple time periods: 1-month 0.35%, YTD -0.52%, 1-year -0.49%, 3-year 12.07%, 5-year 7.91%, 10-year 12.77%.

WPOIX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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