WPSIX Mutual Fund

WPSIX Mutual Fund

NAV$50.50
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Returns Overview

1 Month
+0.16%
3 Months
+3.54%
6 Months
+1.08%
YTD
-1.88%
1 Year
-3.31%
3 Years (annualized)
+6.74%
5 Years (annualized)
+1.96%
10 Years (annualized)
+11.41%

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)
-1.88%
Peer Avg (YTD)
+8.51%
vs Peers
-10.39%

WPSIX Mutual Fund Performance

WPSIX performance across multiple time periods: 1-month 0.16%, YTD -1.88%, 1-year -3.31%, 3-year 6.74%, 5-year 1.96%, 10-year 11.41%.

WPSIX returns trail the peer average of 8.51% 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.