WPVLX Mutual Fund

WPVLX Mutual Fund

NAV$31.07
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Returns Overview

1 Month
+2.22%
3 Months
+5.01%
6 Months
+0.55%
YTD
+1.35%
1 Year
+3.12%
3 Years (annualized)
+7.79%
5 Years (annualized)
+2.96%
10 Years (annualized)
+7.05%

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+8.62%
vs Peers
-7.27%

WPVLX Mutual Fund Performance

WPVLX performance across multiple time periods: 1-month 2.22%, YTD 1.35%, 1-year 3.12%, 3-year 7.79%, 5-year 2.96%, 10-year 7.05%.

WPVLX returns trail the peer average of 8.62% 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.