WPOPX Mutual Fund

WPOPX Mutual Fund

NAV$13.74
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Returns Overview

1 Month
-2.42%
3 Months
+3.50%
6 Months
+11.74%
YTD
+3.34%
1 Year
+3.54%
3 Years (annualized)
+10.97%
5 Years (annualized)
+7.46%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPOPX 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
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📉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)
+3.34%
Peer Avg (YTD)
+5.11%
vs Peers
-1.78%

WPOPX Mutual Fund Performance

WPOPX performance across multiple time periods: 1-month -2.42%, YTD 3.34%, 1-year 3.54%, 3-year 10.97%, 5-year 7.46%, 10-year 12.64%.

WPOPX returns trail the peer average of 5.11% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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