WPLCX vs. ACIIX
Compare and contrast key facts about WP Large Cap Income Plus Fund (WPLCX) and American Century Equity Income Fund Class I (ACIIX).
WPLCX is managed by WP Trust. It was launched on Oct 10, 2013. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
WPLCX vs. ACIIX - Performance Comparison
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WPLCX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPLCX WP Large Cap Income Plus Fund | 2.65% | 16.54% | 19.35% | 25.92% | -35.46% | 22.54% | -22.55% | 52.10% | -16.58% | 23.73% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, WPLCX achieves a 2.65% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, WPLCX has underperformed ACIIX with an annualized return of 7.73%, while ACIIX has yielded a comparatively higher 8.99% annualized return.
WPLCX
- 1D
- 4.50%
- 1M
- -7.33%
- YTD
- 2.65%
- 6M
- 5.57%
- 1Y
- 21.98%
- 3Y*
- 20.18%
- 5Y*
- 5.01%
- 10Y*
- 7.73%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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WPLCX vs. ACIIX - Expense Ratio Comparison
WPLCX has a 2.33% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
WPLCX vs. ACIIX — Risk / Return Rank
WPLCX
ACIIX
WPLCX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WP Large Cap Income Plus Fund (WPLCX) and American Century Equity Income Fund Class I (ACIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WPLCX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.95 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.37 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.29 | +0.06 |
Martin ratioReturn relative to average drawdown | 5.55 | 5.04 | +0.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WPLCX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.95 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.71 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.67 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.53 | -0.53 |
Correlation
The correlation between WPLCX and ACIIX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WPLCX vs. ACIIX - Dividend Comparison
WPLCX has not paid dividends to shareholders, while ACIIX's dividend yield for the trailing twelve months is around 10.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPLCX WP Large Cap Income Plus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.28% | 0.74% | 2.41% | 0.11% | 2.56% | 0.18% | 0.19% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
WPLCX vs. ACIIX - Drawdown Comparison
The maximum WPLCX drawdown since its inception was -98.43%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for WPLCX and ACIIX.
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Drawdown Indicators
| WPLCX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.43% | -39.16% | -59.27% |
Max Drawdown (1Y)Largest decline over 1 year | -16.68% | -8.96% | -7.72% |
Max Drawdown (5Y)Largest decline over 5 years | -98.43% | -13.49% | -84.94% |
Max Drawdown (10Y)Largest decline over 10 years | -98.43% | -32.76% | -65.67% |
Current DrawdownCurrent decline from peak | -97.72% | -4.86% | -92.86% |
Average DrawdownAverage peak-to-trough decline | -22.15% | -5.26% | -16.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 2.32% | +1.74% |
Volatility
WPLCX vs. ACIIX - Volatility Comparison
WP Large Cap Income Plus Fund (WPLCX) has a higher volatility of 7.99% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that WPLCX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPLCX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 3.01% | +4.98% |
Volatility (6M)Calculated over the trailing 6-month period | 14.28% | 6.12% | +8.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 11.62% | +12.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,424.33% | 10.74% | +2,413.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,714.35% | 13.37% | +1,700.98% |