WPASX Mutual Fund

WPASX Mutual Fund

NAV$49.16
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Returns Overview

1 Month
+0.14%
3 Months
+3.48%
6 Months
+0.99%
YTD
-2.01%
1 Year
-3.46%
3 Years (annualized)
+6.55%
5 Years (annualized)
+1.78%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPASX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.01%
Peer Avg (YTD)
+8.51%
vs Peers
-10.52%

WPASX Mutual Fund Performance

WPASX performance across multiple time periods: 1-month 0.14%, YTD -2.01%, 1-year -3.46%, 3-year 6.55%, 5-year 1.78%, 10-year 11.17%.

WPASX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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