WRPRX Mutual Fund

WRPRX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
+4.67%
3 Months
+4.44%
6 Months
+2.46%
YTD
+11.95%
1 Year
+16.23%
3 Years (annualized)
+6.92%
5 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRPRX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+11.95%
Peer Avg (YTD)
+5.40%
vs Peers
+6.55%

WRPRX Mutual Fund Performance

WRPRX performance across multiple time periods: 1-month 4.67%, YTD 11.95%, 1-year 16.23%, 3-year 6.92%, 5-year 6.90%.

WRPRX returns outperform the peer average of 5.40% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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