WAPCX Mutual Fund

WAPCX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
-1.40%
3 Months
-0.98%
6 Months
-1.67%
YTD
-1.17%
1 Year
+1.80%
3 Years (annualized)
+2.08%
5 Years (annualized)
-2.90%
10 Years (annualized)
+0.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAPCX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.17%
Peer Avg (YTD)
+1.04%
vs Peers
-2.22%

WAPCX Mutual Fund Performance

WAPCX performance across multiple time periods: 1-month -1.40%, YTD -1.17%, 1-year 1.80%, 3-year 2.08%, 5-year -2.90%, 10-year 0.33%.

WAPCX returns trail the peer average of 1.04% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

WAPCX vs another fund shows side-by-side returns. WAPCX alternatives are available in the Mutual Fund Screener.