WP Large Cap Income Plus Fund (WPLCX)

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The chart shows the growth of an initial investment of $10,000 in WP Large Cap Income Plus Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

WP Large Cap Income Plus Fund (WPLCX) has returned -1.77% so far this year and 16.66% over the past 12 months. Over the last ten years, WPLCX has returned 7.26% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Oct 11, 2013, WPLCX's average daily return is +2.28%, while the average monthly return is +0.73%. At this rate, your investment would double in approximately 7.9 years.

Historically, 63% of months were positive and 37% 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 Jan 29, 2025 with a return of +4,884.8%, while the worst single day was Jan 30, 2025 at -98.0%.

WP Large Cap Income Plus Fund has an annualized alpha of 25524.71%, beta of 1.17, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since October 14, 2013.

• This fund participated in 143.61% of S&P 500 Index downside but only 118.97% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WPLCX has a high expense ratio of 2.33%, indicating above-average management fees.

WPLCX ranks 31 for risk / return — below 31% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for WP Large Cap Income Plus Fund (WPLCX) and compare them to a chosen benchmark (S&P 500 Index).

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.

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.

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.

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 98.43%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current WP Large Cap Income Plus Fund drawdown is 97.82%.

The chart below shows the rolling one-month volatility.