WPSIX Mutual Fund

WPSIX Mutual Fund

NAV$50.82
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Returns Overview

1 Month
+2.71%
3 Months
+1.55%
6 Months
-1.41%
YTD
-2.04%
1 Year
-4.29%
3 Years (annualized)
+6.57%
5 Years (annualized)
+2.35%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPSIX 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)
-2.04%
Peer Avg (YTD)
+6.23%
vs Peers
-8.27%

WPSIX Mutual Fund Performance

WPSIX performance across multiple time periods: 1-month 2.71%, YTD -2.04%, 1-year -4.29%, 3-year 6.57%, 5-year 2.35%, 10-year 11.46%.

WPSIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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