WPSZX Mutual Fund

WPSZX Mutual Fund

NAV$51.83
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Returns Overview

1 Month
+2.07%
6 Months
+1.56%
YTD
-1.99%
1 Year
-4.32%
3 Years (annualized)
+10.09%
5 Years (annualized)
+2.22%
10 Years (annualized)
+13.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPSZX 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)
-1.99%
Peer Avg (YTD)
+5.23%
vs Peers
-7.22%

WPSZX Mutual Fund Performance

WPSZX performance across multiple time periods: 1-month 2.07%, YTD -1.99%, 1-year -4.32%, 3-year 10.09%, 5-year 2.22%, 10-year 13.76%.

WPSZX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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