WPSIX Mutual Fund

NAV$51.83

Returns Overview

1 Month
+0.66%
3 Months
+5.88%
6 Months
-4.99%
YTD
-4.62%
1 Year
-4.35%
3 Years (annualized)
+6.63%
5 Years (annualized)
+2.54%
10 Years (annualized)
+11.91%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.62%
Peer Avg (YTD)
+8.97%
vs Peers
-13.59%

WPSIX Mutual Fund Performance

WPSIX performance across multiple time periods: 1-month 0.66%, YTD -4.62%, 1-year -4.35%, 3-year 6.63%, 5-year 2.54%, 10-year 11.91%.

WPSIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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