WPGTX Mutual Fund

WPGTX Mutual Fund

NAV$22.52
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Returns Overview

1 Month
+1.50%
3 Months
-0.85%
6 Months
+3.39%
YTD
+17.41%
1 Year
+22.05%
3 Years (annualized)
+17.77%
5 Years (annualized)
+10.53%
10 Years (annualized)
+9.37%

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
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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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+17.41%
Peer Avg (YTD)
+12.21%
vs Peers
+5.20%

WPGTX Mutual Fund Performance

WPGTX performance across multiple time periods: 1-month 1.50%, YTD 17.41%, 1-year 22.05%, 3-year 17.77%, 5-year 10.53%, 10-year 9.37%.

WPGTX 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.

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