WPOIX Mutual Fund

WPOIX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-2.48%
3 Months
+3.33%
6 Months
+11.32%
YTD
+2.79%
1 Year
+2.82%
3 Years (annualized)
+12.90%
5 Years (annualized)
+8.58%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPOIX 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
Bloomberg 3000 Index
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+5.11%
vs Peers
-2.33%

WPOIX Mutual Fund Performance

WPOIX performance across multiple time periods: 1-month -2.48%, YTD 2.79%, 1-year 2.82%, 3-year 12.90%, 5-year 8.58%, 10-year 13.03%.

WPOIX returns trail the peer average of 5.11% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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