- ISIN
- US8855727686
- Issuer
- Winning Points
- Inception Date
- Oct 10, 2013
- Category
- Large Cap Value Equities
- Min. Investment
- $2,000
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
Share Price Chart
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Performance
WPLCX Performance Chart
WP Large Cap Income Plus Fund (WPLCX) is up 18.2% since the beginning of the year. WPLCX is currently trading at $21 per share. Investors who bought $1,000 worth of WPLCX shares 5 years ago would now be looking at an investment worth $1,412.
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Compare this symbol against anything
Returns By Period
WP Large Cap Income Plus Fund (WPLCX) has returned 18.22% so far this year and 30.87% over the past 12 months. Over the last ten years, WPLCX has returned 8.56% per year, falling short of the S&P 500 Index benchmark, which averaged 13.29% annually.
WP Large Cap Income Plus Fund
- 1D
- -1.29%
- 1M
- 1.13%
- 6M
- 10.93%
- YTD
- 18.22%
- 1Y
- 30.87%
- 3Y*
- 20.82%
- 5Y*
- 7.14%
- 10Y*
- 8.56%
- ALL TIME*
- 6.66%
Benchmark (S&P 500 Index)
- 1D
- 1.48%
- 1M
- 1.57%
- 6M
- 8.95%
- YTD
- 11.03%
- 1Y
- 21.84%
- 3Y*
- 19.28%
- 5Y*
- 11.54%
- 10Y*
- 13.29%
- ALL TIME*
- 8.11%
WPLCX Monthly Returns History
Based on dividend-adjusted daily data since Oct 11, 2013, WPLCX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.
Historically, 64% of months were positive and 36% were negative. The best month was Aug 2020 with a return of +22.1%, while the worst month was Mar 2020 at -43.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, WPLCX closed higher 52% of trading days. The best single day was Mar 13, 2020 with a return of +30.8%, while the worst single day was Mar 12, 2020 at -22.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.69% | 3.87% | -6.49% | 3.82% | 3.16% | 1.96% | 5.47% | 18.22% | |||||
| 2025 | 4.25% | 0.00% | -5.86% | -3.34% | 5.43% | 4.95% | 2.45% | 3.05% | 3.19% | 0.62% | 0.34% | 0.95% | 16.54% |
| 2024 | -0.69% | 5.03% | 3.17% | -0.21% | 4.29% | 2.40% | 0.27% | 0.13% | -1.27% | 2.64% | 8.03% | -5.30% | 19.35% |
| 2023 | 4.93% | -1.20% | -0.09% | 5.51% | -0.53% | 6.14% | 2.43% | -4.42% | -3.42% | 0.44% | 10.41% | 4.08% | 25.92% |
| 2022 | -6.18% | -4.92% | 5.60% | -16.77% | -9.47% | -18.29% | 14.64% | -1.13% | -8.64% | 11.85% | 3.44% | -7.10% | -35.46% |
| 2021 | 2.21% | 3.06% | 3.98% | 4.74% | 2.66% | 0.97% | -2.44% | 1.12% | -8.32% | 12.41% | -5.60% | 7.37% | 22.54% |
Benchmark Metrics
WP Large Cap Income Plus Fund has an annualized alpha of -8.35%, beta of 1.50, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since October 11, 2013.
- This fund participated in 141.32% of S&P 500 Index downside but only 114.88% of its upside - more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -8.35% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Beta of 1.50 means this fund moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- -8.35%
- Beta
- 1.50
- R²
- 0.74
- Upside Capture
- 114.88%
- Downside Capture
- 141.32%
Expense Ratio
WPLCX has a high expense ratio of 2.33%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WPLCX ranks 57 for risk / return — above 57% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for WP Large Cap Income Plus Fund (WPLCX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WPLCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.31 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 2.41 | -0.35 |
| Martin ratioReturn relative to average drawdown | 7.11 | 10.22 | -3.11 |
Dividends
Dividend History
WP Large Cap Income Plus Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.10 | $0.41 | $0.01 | $0.35 | $0.02 | $0.02 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.28% | 0.74% | 2.41% | 0.11% | 2.56% | 0.18% | 0.19% |
Monthly Dividends
The table displays the monthly dividend distributions for WP Large Cap Income Plus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 | $0.04 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WP Large Cap Income Plus Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WP Large Cap Income Plus Fund was 66.21%, occurring on Mar 23, 2020. Recovery took 1377 trading sessions.
The current WP Large Cap Income Plus Fund drawdown is 1.29%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-66.21%Mar 2020 | 2mo 2d | 5y 5mo | 5y 7moJan 2020 - Sep 2025 | COVID crash2020 |
-32.57%Dec 2018 | 3mo 4d | 3mo 19d | 6mo 23dSep 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
-30.00%Feb 2016 | 1y 4mo | 9mo 2d | 2y 1moSep 2014 - Nov 2016 | — |
-13.68%Mar 2026 | 1mo 3d | 3mo 3d | 4mo 6dFeb 2026 - Jul 2026 | — |
-12.47%Feb 2018 | 10d | 3mo 28d | 4mo 8dJan 2018 - Jun 2018 | — |
Drawdown Indicators
| WPLCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -56.78% | -9.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -9.10% | -4.58% |
Max Drawdown (3Y)Largest decline over 3 years | -23.09% | -18.90% | -4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -43.93% | -25.43% | -18.50% |
Max Drawdown (10Y)Largest decline over 10 years | -66.21% | -33.92% | -32.29% |
Current DrawdownCurrent decline from peak | -1.29% | -0.12% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -13.17% | -10.70% | -2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 2.14% | +1.83% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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