WPOPX Mutual Fund

WPOPX Mutual Fund

NAV$13.32
See how much of WPOPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.04%
3 Months
+6.47%
6 Months
+8.08%
YTD
+5.90%
1 Year
+4.65%
3 Years (annualized)
+10.97%
5 Years (annualized)
+7.46%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPOPX 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
Bloomberg 3000 Index
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+6.23%
vs Peers
-0.33%

WPOPX Mutual Fund Performance

WPOPX performance across multiple time periods: 1-month 1.04%, YTD 5.90%, 1-year 4.65%, 3-year 10.97%, 5-year 7.46%, 10-year 12.64%.

WPOPX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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