WPCSX Mutual Fund

WPCSX Mutual Fund

NAV$42.26
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Returns Overview

1 Month
+2.01%
3 Months
-0.26%
6 Months
+1.05%
YTD
-2.81%
1 Year
+3.30%
3 Years (annualized)
+16.12%
5 Years (annualized)
+4.72%
10 Years (annualized)
+12.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPCSX 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)
-2.81%
Peer Avg (YTD)
+5.23%
vs Peers
-8.04%

WPCSX Mutual Fund Performance

WPCSX performance across multiple time periods: 1-month 2.01%, YTD -2.81%, 1-year 3.30%, 3-year 16.12%, 5-year 4.72%, 10-year 12.65%.

WPCSX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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