# WP Large Cap Income Plus Institutional (WPLCX)

> Source: Nexqual · https://nexqual.com/WPLCX · data as of 2026-10-24 00:04 UTC · cite as "Nexqual, WP Large Cap Income Plus Institutional (WPLCX), nexqual.com/WPLCX" · informational, not investment advice.

**Price:** USD 21.95 (-0.41% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 22.04 · day 21.95–21.95 · 52w 17.15–22.86 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +23.9% vs S&P 500 +13.4%; 5Y +38.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +23.9% | +38.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +24.0% | +6.8% |
| Volatility (annualized) | 17.6% | 23.8% |
| Max drawdown | -13.7% (Feb 2026→Mar 2026) | -42.2% (Nov 2021→Jun 2022) |

## Peers
HSSIX (Emerald Finance and Banking Inn) USD 33.68 -0.00% · WSACX (Wellington Shields All Cap Clas) USD 36.64 +0.00% · RMBKX (RMB Mendon Financial Services F) USD 62.39 +0.00% · WPVIX (Partners Value Fund Institution) USD 32.2 -0.00% · TWCCX (American Century Ultra - C Clas) USD 59.67 +0.00%

## More
Full page: https://nexqual.com/WPLCX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt