WPLCX Mutual Fund

WPLCX Mutual Fund

NAV$22.70
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Returns Overview

1 Month
+5.47%
3 Months
+10.93%
6 Months
+11.86%
YTD
+17.64%
1 Year
+28.13%
3 Years (annualized)
+20.55%
5 Years (annualized)
+7.14%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPLCX 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
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📉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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+17.64%
Peer Avg (YTD)
+11.41%
vs Peers
+6.22%

WPLCX Mutual Fund Performance

WPLCX performance across multiple time periods: 1-month 5.47%, YTD 17.64%, 1-year 28.13%, 3-year 20.55%, 5-year 7.14%, 10-year 8.45%.

WPLCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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