WPVLX Mutual Fund

WPVLX Mutual Fund

NAV$32.92
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Returns Overview

1 Month
+6.24%
3 Months
+2.17%
6 Months
+7.29%
YTD
+3.55%
1 Year
+5.39%
3 Years (annualized)
+11.83%
5 Years (annualized)
+3.06%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPVLX 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)
+3.55%
Peer Avg (YTD)
+7.13%
vs Peers
-3.58%

WPVLX Mutual Fund Performance

WPVLX performance across multiple time periods: 1-month 6.24%, YTD 3.55%, 1-year 5.39%, 3-year 11.83%, 5-year 3.06%, 10-year 7.51%.

WPVLX returns trail the peer average of 7.13% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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