WPVLX Mutual Fund

WPVLX Mutual Fund

NAV$30.51
See how much of WPVLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.29%
3 Months
-1.69%
6 Months
+6.01%
YTD
-2.53%
1 Year
-4.27%
3 Years (annualized)
+10.07%
5 Years (annualized)
+6.75%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPVLX 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
Bloomberg 3000 Index
This Mutual Fund (YTD)
-2.53%
Peer Avg (YTD)
+8.67%
vs Peers
-11.20%

WPVLX Mutual Fund Performance

WPVLX performance across multiple time periods: 1-month -4.29%, YTD -2.53%, 1-year -4.27%, 3-year 10.07%, 5-year 6.75%, 10-year 12.35%.

WPVLX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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