WPASX Mutual Fund

NAV$49.88

Returns Overview

1 Month
+0.62%
3 Months
+5.83%
6 Months
-5.09%
YTD
-4.72%
1 Year
+3.18%
3 Years (annualized)
+12.71%
5 Years (annualized)
+5.93%
10 Years (annualized)
+13.61%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.72%
Peer Avg (YTD)
+8.97%
vs Peers
-13.69%

WPASX Mutual Fund Performance

WPASX performance across multiple time periods: 1-month 0.62%, YTD -4.72%, 1-year 3.18%, 3-year 12.71%, 5-year 5.93%, 10-year 13.61%.

WPASX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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