WPSZX Mutual Fund

NAV$48.88

Returns Overview

1 Month
+0.95%
3 Months
-2.96%
6 Months
-6.90%
YTD
-5.51%
1 Year
-4.27%
3 Years (annualized)
+6.73%
5 Years (annualized)
+3.01%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPSZX 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)
-5.51%
Peer Avg (YTD)
+8.97%
vs Peers
-14.48%

WPSZX Mutual Fund Performance

WPSZX performance across multiple time periods: 1-month 0.95%, YTD -5.51%, 1-year -4.27%, 3-year 6.73%, 5-year 3.01%, 10-year 14.09%.

WPSZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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