WPSZX Mutual Fund

WPSZX Mutual Fund

NAV$49.41
See how much of WPSZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.71%
3 Months
+1.56%
6 Months
-1.36%
YTD
-1.99%
1 Year
-4.19%
3 Years (annualized)
+6.67%
5 Years (annualized)
+2.83%
10 Years (annualized)
+13.64%

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

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)
+6.23%
vs Peers
-8.22%

WPSZX Mutual Fund Performance

WPSZX performance across multiple time periods: 1-month 2.71%, YTD -1.99%, 1-year -4.19%, 3-year 6.67%, 5-year 2.83%, 10-year 13.64%.

WPSZX returns trail the peer average of 6.23% 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.