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WP Large Cap Income Plus Institutional (WPLCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.36-0.12 (-0.83%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.29%
5-Year Average Return-0.60%
Number of Years Up5
Number of Years Down5
Best 1 Yr Total Return (May 5, 2024)52.08%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return52.08%
Worst 3-Yr Total Return-15.08%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWPLCXCategory
YTD7.37%17.52%
1-Month-0.21%-0.87%
3-Month8.12%5.51%
1-Year23.72%42.88%
3-Year-2.31%11.93%
5-Year-1.22%12.07%
10-Year3.89%10.95%
Last Bull Market23.65%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)

YTD9
1-Month1
3-Month4
1-Year6
3-Year100
5-Year100

Load Adjusted Returns

1-Year23.72%
3-Year-2.31%
5-Year-1.22%
10-Year3.89%