WPGTX Mutual Fund

WPGTX Mutual Fund

NAV$22.93
See how much of WPGTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.19%
3 Months
+4.27%
6 Months
+11.75%
YTD
+18.41%
1 Year
+29.01%
3 Years (annualized)
+12.93%
5 Years (annualized)
+12.45%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPGTX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.41%
Peer Avg (YTD)
+15.31%
vs Peers
+3.10%

WPGTX Mutual Fund Performance

WPGTX performance across multiple time periods: 1-month -3.19%, YTD 18.41%, 1-year 29.01%, 3-year 12.93%, 5-year 12.45%, 10-year 9.79%.

WPGTX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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