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WP Large Cap Income Plus Institutional (WPLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.23+0.16 (+1.14%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.29%
5-year average return-0.71%
Number of years up5
Number of years down5
Best 1-yr total return (1 May 2024)52.08%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return52.08%
Worst 3-yr total return-15.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWPLCXCategory
YTD7.60%17.52%
1-month3.17%-0.87%
3-month7.60%5.51%
1-year30.81%42.88%
3-year-0.73%11.93%
5-year-0.09%12.07%
10-year3.96%10.95%
Last bull market49.60%23.18%
Last bear market-38.44%-17.87%

Annual total return (%) history

Year
WPLCXCategory
2024
N/AN/A
2023
25.92%N/A
2022
-35.46%N/A
2021
22.54%N/A
2020
-22.56%2.91%
2019
52.08%25.04%
2018
-16.58%-8.53%
2017
23.73%15.94%
2016
18.78%14.81%
2015
-0.13%-4.05%
2014
-5.20%10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.60%N/AN/AN/A
20233.58%11.39%-5.45%15.43%
2022-5.81%-38.44%3.55%7.48%
20219.53%8.57%-9.56%13.94%
2020-55.69%17.99%23.21%20.21%
201926.81%7.48%0.06%11.51%
2018-5.00%5.04%8.43%-22.90%
20176.56%2.96%5.82%6.57%
2016-3.32%4.51%6.78%10.10%
2015-1.24%3.46%-13.56%13.09%
2014-0.69%2.76%-0.38%-6.75%

Rank in category (by total return)

YTD71
1-month96
3-month71
1-year6
3-year100
5-year100

Load adjusted returns

1-year30.81%
3-year-0.73%
5-year-0.09%
10-year3.96%