VFPIX Mutual Fund

VFPIX Mutual Fund

NAV$19.22
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Returns Overview

1 Month
-6.59%
3 Months
-5.81%
6 Months
+12.61%
YTD
+4.33%
1 Year
+3.18%
3 Years (annualized)
+14.90%
5 Years (annualized)
+10.14%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFPIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+4.33%
Peer Avg (YTD)
+10.34%
vs Peers
-6.02%

VFPIX Mutual Fund Performance

VFPIX performance across multiple time periods: 1-month -6.59%, YTD 4.33%, 1-year 3.18%, 3-year 14.90%, 5-year 10.14%, 10-year 12.19%.

VFPIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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