WPASX Mutual Fund

WPASX Mutual Fund

NAV$49.00
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Returns Overview

1 Month
+2.70%
3 Months
+1.50%
6 Months
-1.50%
YTD
-2.15%
1 Year
-4.45%
3 Years (annualized)
+6.39%
5 Years (annualized)
+2.17%
10 Years (annualized)
+11.23%

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)
-2.15%
Peer Avg (YTD)
+6.23%
vs Peers
-8.38%

WPASX Mutual Fund Performance

WPASX performance across multiple time periods: 1-month 2.70%, YTD -2.15%, 1-year -4.45%, 3-year 6.39%, 5-year 2.17%, 10-year 11.23%.

WPASX returns trail the peer average of 6.23% 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.