WPCSX Mutual Fund

WPCSX Mutual Fund

NAV$42.92
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Returns Overview

1 Month
-2.30%
3 Months
+0.34%
6 Months
+6.00%
YTD
-4.73%
1 Year
+1.47%
3 Years (annualized)
+12.68%
5 Years (annualized)
+4.94%
10 Years (annualized)
+12.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPCSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.73%
Peer Avg (YTD)
+8.68%
vs Peers
-13.41%

WPCSX Mutual Fund Performance

WPCSX performance across multiple time periods: 1-month -2.30%, YTD -4.73%, 1-year 1.47%, 3-year 12.68%, 5-year 4.94%, 10-year 12.46%.

WPCSX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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