WPCSX Mutual Fund

NAV$43.80

Returns Overview

1 Month
+0.58%
3 Months
+5.64%
6 Months
-5.42%
YTD
-5.05%
1 Year
+3.37%
3 Years (annualized)
+12.57%
5 Years (annualized)
+5.53%
10 Years (annualized)
+12.97%

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
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)
-5.05%
Peer Avg (YTD)
+8.97%
vs Peers
-14.02%

WPCSX Mutual Fund Performance

WPCSX performance across multiple time periods: 1-month 0.58%, YTD -5.05%, 1-year 3.37%, 3-year 12.57%, 5-year 5.53%, 10-year 12.97%.

WPCSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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