WPOPX Mutual Fund

NAV$13.00

Returns Overview

1 Month
+3.75%
3 Months
+3.26%
6 Months
+0.08%
YTD
+0.85%
1 Year
+0.19%
3 Years (annualized)
+10.19%
5 Years (annualized)
+6.79%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPOPX 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)
+0.85%
Peer Avg (YTD)
+3.78%
vs Peers
-2.92%

WPOPX Mutual Fund Performance

WPOPX performance across multiple time periods: 1-month 3.75%, YTD 0.85%, 1-year 0.19%, 3-year 10.19%, 5-year 6.79%, 10-year 12.38%.

WPOPX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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