WPCSX Mutual Fund

WPCSX Mutual Fund

NAV$42.08
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Returns Overview

1 Month
+2.62%
3 Months
+1.31%
6 Months
-1.86%
YTD
-2.56%
1 Year
+3.44%
3 Years (annualized)
+12.51%
5 Years (annualized)
+5.34%
10 Years (annualized)
+12.52%

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)
-2.56%
Peer Avg (YTD)
+6.23%
vs Peers
-8.79%

WPCSX Mutual Fund Performance

WPCSX performance across multiple time periods: 1-month 2.62%, YTD -2.56%, 1-year 3.44%, 3-year 12.51%, 5-year 5.34%, 10-year 12.52%.

WPCSX returns trail the peer average of 6.23% 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.