WP Large Cap Income Plus Fund
WP Trust

Average annual returns

No trailing-return data available for this share class.

Risk statistics

72 months through Feb. 28, 2026
Volatility (ann.)
12.62%
Sharpe
1.81
Sortino
3.83
Max drawdown
-43.50%
Best month
22.05%
Worst month
-43.50%
Beta vs VTSAX
0.86
Correlation
0.82

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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