WPSZX Mutual Fund

WPSZX Mutual Fund

NAV$51.13
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Returns Overview

1 Month
-2.21%
3 Months
+0.63%
6 Months
+6.57%
YTD
-3.98%
1 Year
-6.00%
3 Years (annualized)
+6.84%
5 Years (annualized)
+2.44%
10 Years (annualized)
+13.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPSZX 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)
-3.98%
Peer Avg (YTD)
+8.68%
vs Peers
-12.66%

WPSZX Mutual Fund Performance

WPSZX performance across multiple time periods: 1-month -2.21%, YTD -3.98%, 1-year -6.00%, 3-year 6.84%, 5-year 2.44%, 10-year 13.58%.

WPSZX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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