WTPIX Mutual Fund

NAV$25.38

Returns Overview

1 Month
-0.21%
3 Months
+5.59%
6 Months
+3.64%
YTD
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTPIX 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
Volos US Large Cap Target 2.5% PutWrite Index(VULPW25)
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+12.13%
vs Peers
-8.67%

WTPIX Mutual Fund Performance

WTPIX performance across multiple time periods: 1-month -0.21%, YTD 3.46%.

WTPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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