WRPIX Mutual Fund

WRPIX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
+2.63%
3 Months
+0.78%
6 Months
+5.52%
YTD
+9.90%
1 Year
+19.82%
3 Years (annualized)
+8.37%
5 Years (annualized)
+7.25%

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)
+9.90%
Peer Avg (YTD)
+2.39%
vs Peers
+7.51%

WRPIX Mutual Fund Performance

WRPIX performance across multiple time periods: 1-month 2.63%, YTD 9.90%, 1-year 19.82%, 3-year 8.37%, 5-year 7.25%.

WRPIX returns outperform the peer average of 2.39% 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.