WPLCX Mutual Fund

WPLCX Mutual Fund

NAV$22.11
See what you own twice
Check WPLCX against your other funds. Free for up to 5.
Check my overlap

Returns Overview

1 Month
+5.47%
3 Months
+10.93%
6 Months
+11.86%
YTD
+17.64%
1 Year
+28.13%
3 Years (annualized)
+20.53%
5 Years (annualized)
+7.13%
10 Years (annualized)
+8.44%

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
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
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 20.53%, 5-year 7.13%, 10-year 8.44%.

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.