VIPAX Mutual Fund

VIPAX Mutual Fund

NAV$30.97
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Returns Overview

1 Month
-0.23%
3 Months
+2.95%
6 Months
+18.66%
YTD
+12.84%
1 Year
+15.40%
3 Years (annualized)
+19.80%
5 Years (annualized)
+11.35%
10 Years (annualized)
+13.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIPAX 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)
+12.84%
Peer Avg (YTD)
+9.98%
vs Peers
+2.86%

VIPAX Mutual Fund Performance

VIPAX performance across multiple time periods: 1-month -0.23%, YTD 12.84%, 1-year 15.40%, 3-year 19.80%, 5-year 11.35%, 10-year 13.81%.

VIPAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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