WPVIX Mutual Fund

NAV$32.82

Returns Overview

1 Month
+1.56%
3 Months
+7.90%
6 Months
-1.01%
YTD
-0.76%
1 Year
-2.20%
3 Years (annualized)
+10.15%
5 Years (annualized)
+7.15%
10 Years (annualized)
+12.59%

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
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)
-0.76%
Peer Avg (YTD)
+9.57%
vs Peers
-10.33%

WPVIX Mutual Fund Performance

WPVIX performance across multiple time periods: 1-month 1.56%, YTD -0.76%, 1-year -2.20%, 3-year 10.15%, 5-year 7.15%, 10-year 12.59%.

WPVIX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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