WPOIX Mutual Fund

WPOIX Mutual Fund

NAV$11.98
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Returns Overview

1 Month
+4.90%
3 Months
+6.30%
6 Months
+4.81%
YTD
+4.36%
1 Year
+6.58%
3 Years (annualized)
+7.78%
5 Years (annualized)
+1.78%
10 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPOIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+4.85%
vs Peers
-0.49%

WPOIX Mutual Fund Performance

WPOIX performance across multiple time periods: 1-month 4.90%, YTD 4.36%, 1-year 6.58%, 3-year 7.78%, 5-year 1.78%, 10-year 6.01%.

WPOIX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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