WPGTX Mutual Fund

WPGTX Mutual Fund

NAV$22.05
See how much of WPGTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.86%
3 Months
-5.43%
6 Months
+11.55%
YTD
+15.66%
1 Year
+19.06%
3 Years (annualized)
+15.09%
5 Years (annualized)
+12.16%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPGTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+15.66%
Peer Avg (YTD)
+10.34%
vs Peers
+5.32%

WPGTX Mutual Fund Performance

WPGTX performance across multiple time periods: 1-month -3.86%, YTD 15.66%, 1-year 19.06%, 3-year 15.09%, 5-year 12.16%, 10-year 9.17%.

WPGTX 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.

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