WP Large Cap Income Plus Fund (WPLCX)
The fund will invest at least 80% of its total assets in large cap domestic equity securities and exchange traded funds that primarily invest in large cap domestic equity securities. It will also seek to produce income (e.g., premium income on the sale of an option) and return stability through an options strategy.
Fund Info
US8855727686
Oct 10, 2013
$2,000
Large-Cap
Value
Expense Ratio
WPLCX has a high expense ratio of 2.33%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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.
Returns By Period
WP Large Cap Income Plus Fund had a return of 7.01% year-to-date (YTD) and 25.13% in the last 12 months. Over the past 10 years, WP Large Cap Income Plus Fund had an annualized return of 5.57%, while the S&P 500 had an annualized return of 11.31%, indicating that WP Large Cap Income Plus Fund did not perform as well as the benchmark.
WPLCX
7.01%
3.87%
12.82%
25.13%
-0.47%
5.57%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of WPLCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.25% | 7.01% | |||||||||||
| 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% | 4.73% | 2.66% | 0.97% | -2.44% | 1.12% | -8.32% | 12.41% | -5.60% | 7.37% | 22.55% |
| 2020 | -1.23% | -20.59% | -43.50% | 17.59% | -2.47% | 2.88% | 10.31% | 22.05% | -8.49% | -5.73% | 18.73% | 7.04% | -22.82% |
| 2019 | 18.10% | 5.60% | 1.67% | 5.63% | -7.02% | 9.43% | -0.45% | -4.17% | 4.89% | 2.49% | 3.99% | 2.64% | 49.18% |
| 2018 | 2.10% | -3.41% | -3.68% | 3.51% | 3.02% | -1.50% | 4.87% | 1.80% | 1.57% | -8.04% | 0.36% | -16.46% | -16.58% |
| 2017 | 2.01% | 3.52% | 0.91% | 0.74% | 1.06% | 1.13% | 2.71% | -0.15% | 3.19% | 3.77% | 0.44% | 0.16% | 21.19% |
| 2016 | -10.69% | -2.67% | 11.22% | 1.82% | 2.11% | 0.52% | 4.00% | 1.78% | 0.87% | -0.58% | 6.87% | 3.63% | 18.78% |
| 2015 | -6.31% | 9.38% | -3.63% | 4.92% | 1.00% | -2.37% | 0.71% | -9.95% | -4.69% | 16.04% | -0.10% | -2.44% | -0.12% |
| 2014 | -3.73% | 1.73% | 1.40% | 0.49% | 0.88% | 1.36% | -1.63% | 3.13% | -1.80% | -2.60% | -1.48% | -2.81% | -5.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WPLCX is 74, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WP Large Cap Income Plus Fund (WPLCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.06 | $0.08 | $0.01 | $0.06 | $0.02 | $0.02 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.28% | 0.43% | 0.47% | 0.11% | 0.46% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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 | $0.03 | $0.02 | $0.05 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2015 | $0.02 | $0.02 |
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.
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. The portfolio has not yet recovered.
The current WP Large Cap Income Plus Fund drawdown is 4.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.21% | Jan 21, 2020 | 44 | Mar 23, 2020 | — | — | — |
| -32.57% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -30% | Sep 19, 2014 | 352 | Feb 11, 2016 | 189 | Nov 9, 2016 | 541 |
| -12.47% | Jan 29, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -9.44% | Jul 16, 2019 | 29 | Aug 23, 2019 | 44 | Oct 25, 2019 | 73 |
Volatility
Volatility Chart
The current WP Large Cap Income Plus Fund volatility is 3.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.