WPGSX Mutual Fund

WPGSX Mutual Fund

NAV$13.85
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Returns Overview

1 Month
-1.85%
3 Months
-5.86%
6 Months
+15.04%
YTD
+24.89%
1 Year
+28.38%
3 Years (annualized)
+15.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPGSX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+24.89%
Peer Avg (YTD)
+10.34%
vs Peers
+14.55%

WPGSX Mutual Fund Performance

WPGSX performance across multiple time periods: 1-month -1.85%, YTD 24.89%, 1-year 28.38%, 3-year 15.57%.

WPGSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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