WPLCX Mutual Fund

WPLCX Mutual Fund

NAV$22.66
See how much of WPLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.18%
3 Months
+9.16%
6 Months
+19.20%
YTD
+21.76%
1 Year
+24.70%
3 Years (annualized)
+23.87%
5 Years (annualized)
+7.68%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+21.76%
Peer Avg (YTD)
+10.00%
vs Peers
+11.76%

WPLCX Mutual Fund Performance

WPLCX performance across multiple time periods: 1-month -0.18%, YTD 21.76%, 1-year 24.70%, 3-year 23.87%, 5-year 7.68%, 10-year 8.65%.

WPLCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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