WAPCX Mutual Fund

WAPCX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
+0.20%
3 Months
-1.10%
6 Months
-2.80%
YTD
-0.98%
1 Year
+0.58%
3 Years (annualized)
+2.73%
5 Years (annualized)
-2.85%
10 Years (annualized)
+0.32%

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)
-0.98%
Peer Avg (YTD)
+0.56%
vs Peers
-1.54%

WAPCX Mutual Fund Performance

WAPCX performance across multiple time periods: 1-month 0.20%, YTD -0.98%, 1-year 0.58%, 3-year 2.73%, 5-year -2.85%, 10-year 0.32%.

WAPCX returns trail the peer average of 0.56% 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.