WPSGX Mutual Fund

WPSGX Mutual Fund

NAV$50.93
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Returns Overview

1 Month
-2.21%
3 Months
+0.59%
6 Months
+6.52%
YTD
-4.03%
1 Year
-6.04%
3 Years (annualized)
+6.81%
5 Years (annualized)
+2.03%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPSGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.03%
Peer Avg (YTD)
+8.68%
vs Peers
-12.72%

WPSGX Mutual Fund Performance

WPSGX performance across multiple time periods: 1-month -2.21%, YTD -4.03%, 1-year -6.04%, 3-year 6.81%, 5-year 2.03%, 10-year 11.45%.

WPSGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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