WP Trust Mutual Funds List
Here you can find all mutual funds issued by WP Trust and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.91%
- Avg. 1 Year Return
- 19.82%
- Avg. 5 Year Return
- 6.09%
- Median Risk/Return Score
- 23 / 100
WP Trust Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IPS Strategic Capital Absolute Return Fund | Options Trading | Apr 14, 2016 | 1.50% | 3.77% | 6.92% | 14.27% | 15 | ||||||||
| WP Large Cap Income Plus Fund | Large Cap Value Equities | Oct 10, 2013 | 2.33% | 9.39% | 8.06% | 0.00% | 31 |
Explore top WP Trust Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best WP Trust Mutual funds by Risk/Return Score
The top WP Trust Mutual funds by PortfoliosLab Risk/Return Score are WPLCX (31) and IPSAX (15).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| WP Large Cap Income Plus Fund | 31 | — | Oct 2013 | |
| IPS Strategic Capital Absolute Return Fund | 15 | — | Apr 2016 |
Best-Performing WP Trust Mutual funds Over 5 Years
The top WP Trust Mutual funds is IPSAX (7.09%).
Across the lineup, WP Trust Mutual funds show an average 1-year return of 19.82% and an average 5-year return of 6.09%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| IPS Strategic Capital Absolute Return Fund | 7.09% | — | Apr 2016 | |
| WP Large Cap Income Plus Fund | 5.08% | — | Oct 2013 |
Lowest-Cost WP Trust Mutual funds
The top WP Trust Mutual funds is IPSAX (1.50%).
With an average expense ratio of 1.91%, WP Trust Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| IPS Strategic Capital Absolute Return Fund | 1.50% | — | Apr 2016 | |
| WP Large Cap Income Plus Fund | 2.33% | — | Oct 2013 |
Highest-Yield WP Trust Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| IPS Strategic Capital Absolute Return Fund | 14.27% | — | Apr 2016 | |
| WP Large Cap Income Plus Fund | 0.00% | — | Oct 2013 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.