WPVLX Mutual Fund

NAV$30.21

Returns Overview

1 Month
+2.23%
3 Months
+3.57%
6 Months
-2.01%
YTD
-0.66%
1 Year
-2.36%
3 Years (annualized)
+10.01%
5 Years (annualized)
+7.05%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPVLX 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)
-0.66%
Peer Avg (YTD)
+9.57%
vs Peers
-10.23%

WPVLX Mutual Fund Performance

WPVLX performance across multiple time periods: 1-month 2.23%, YTD -0.66%, 1-year -2.36%, 3-year 10.01%, 5-year 7.05%, 10-year 12.44%.

WPVLX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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