WTPIX Mutual Fund

WTPIX Mutual Fund

NAV$25.34
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Returns Overview

1 Month
+1.74%
3 Months
+2.58%
6 Months
+5.08%
YTD
+6.35%

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
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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
Volos US Large Cap Target 2.5% PutWrite Index(VULPW25)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+6.77%
vs Peers
-0.42%

WTPIX Mutual Fund Performance

WTPIX performance across multiple time periods: 1-month 1.74%, YTD 6.35%.

WTPIX returns trail the peer average of 6.77% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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