WRPRX Mutual Fund

NAV$8.96

Returns Overview

1 Month
-2.22%
3 Months
-1.90%
6 Months
+7.59%
YTD
+7.20%
1 Year
+17.69%
3 Years (annualized)
+7.30%
5 Years (annualized)
+6.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRPRX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+3.47%
vs Peers
+3.72%

WRPRX Mutual Fund Performance

WRPRX performance across multiple time periods: 1-month -2.22%, YTD 7.20%, 1-year 17.69%, 3-year 7.30%, 5-year 6.77%.

WRPRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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