VLNPX Mutual Fund

VLNPX Mutual Fund

NAV$50.05
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Returns Overview

1 Month
-5.28%
3 Months
-13.26%
6 Months
+13.58%
YTD
+7.76%
1 Year
+15.14%
3 Years (annualized)
+18.36%
5 Years (annualized)
+8.31%
10 Years (annualized)
+14.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLNPX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+10.34%
vs Peers
-2.58%

VLNPX Mutual Fund Performance

VLNPX performance across multiple time periods: 1-month -5.28%, YTD 7.76%, 1-year 15.14%, 3-year 18.36%, 5-year 8.31%, 10-year 14.00%.

VLNPX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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