WPVIX Mutual Fund

WPVIX Mutual Fund

NAV$30.98
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Returns Overview

1 Month
+0.50%
3 Months
+4.35%
6 Months
+3.01%
YTD
+1.97%
1 Year
-0.31%
3 Years (annualized)
+10.21%
5 Years (annualized)
+6.85%
10 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPVIX 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
Bloomberg 3000 Index
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+9.59%
vs Peers
-7.62%

WPVIX Mutual Fund Performance

WPVIX performance across multiple time periods: 1-month 0.50%, YTD 1.97%, 1-year -0.31%, 3-year 10.21%, 5-year 6.85%, 10-year 12.50%.

WPVIX returns trail the peer average of 9.59% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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