WPSGX Mutual Fund

WPSGX Mutual Fund

NAV$51.88
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Returns Overview

1 Month
+0.65%
3 Months
+5.90%
6 Months
-4.95%
YTD
-4.60%
1 Year
-4.28%
3 Years (annualized)
+6.71%
5 Years (annualized)
+2.61%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPSGX 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)
-4.60%
Peer Avg (YTD)
+8.97%
vs Peers
-13.57%

WPSGX Mutual Fund Performance

WPSGX performance across multiple time periods: 1-month 0.65%, YTD -4.60%, 1-year -4.28%, 3-year 6.71%, 5-year 2.61%, 10-year 11.95%.

WPSGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

WPSGX performance comparison shows side-by-side returns with another fund. WPSGX alternatives are available in the Mutual Fund Screener.