WRPIX Mutual Fund

WRPIX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
-2.67%
3 Months
-2.45%
6 Months
+2.94%
YTD
+6.97%
1 Year
+13.51%
3 Years (annualized)
+6.88%
5 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRPIX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+6.97%
Peer Avg (YTD)
+4.75%
vs Peers
+2.22%

WRPIX Mutual Fund Performance

WRPIX performance across multiple time periods: 1-month -2.67%, YTD 6.97%, 1-year 13.51%, 3-year 6.88%, 5-year 6.85%.

WRPIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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