WPLCX Mutual Fund

NAV$19.98

Returns Overview

1 Month
+3.16%
3 Months
+0.15%
6 Months
+10.98%
YTD
+9.40%
1 Year
+28.12%
3 Years
+21.02%
5 Years
+5.28%
10 Years
+8.14%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would WPLCX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+7.14%
vs Peers
+2.26%

WPLCX Mutual Fund Performance

WPLCX performance across multiple time periods: 1-month 3.16%, YTD 9.40%, 1-year 28.12%, 3-year 21.02%, 5-year 5.28%, 10-year 8.14%.

WPLCX returns outperform the peer average of 7.14% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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