WPGSX Mutual Fund

WPGSX Mutual Fund

NAV$14.03
See how much of WPGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.28%
3 Months
-2.44%
6 Months
+0.83%
YTD
+23.29%
1 Year
+29.95%
3 Years (annualized)
+18.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPGSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+23.29%
Peer Avg (YTD)
+12.21%
vs Peers
+11.08%

WPGSX Mutual Fund Performance

WPGSX performance across multiple time periods: 1-month -1.28%, YTD 23.29%, 1-year 29.95%, 3-year 18.77%.

WPGSX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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