VAPPX Mutual Fund

VAPPX Mutual Fund

NAV$24.86
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Returns Overview

1 Month
+1.15%
3 Months
+1.73%
6 Months
+21.93%
YTD
+3.75%
1 Year
+10.86%
3 Years (annualized)
+14.76%
5 Years (annualized)
+1.18%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAPPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.75%
Peer Avg (YTD)
+8.67%
vs Peers
-4.92%

VAPPX Mutual Fund Performance

VAPPX performance across multiple time periods: 1-month 1.15%, YTD 3.75%, 1-year 10.86%, 3-year 14.76%, 5-year 1.18%, 10-year 5.08%.

VAPPX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

VAPPX vs another fund shows side-by-side returns. VAPPX alternatives are available in the Mutual Fund Screener.