VLPAX Mutual Fund

VLPAX Mutual Fund

NAV$19.49
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Returns Overview

1 Month
-7.72%
3 Months
-4.86%
6 Months
-3.32%
YTD
+16.50%
1 Year
+17.13%
3 Years (annualized)
+24.81%
5 Years (annualized)
+23.98%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLPAX 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
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+16.50%
Peer Avg (YTD)
+19.29%
vs Peers
-2.79%

VLPAX Mutual Fund Performance

VLPAX performance across multiple time periods: 1-month -7.72%, YTD 16.50%, 1-year 17.13%, 3-year 24.81%, 5-year 23.98%, 10-year 11.64%.

VLPAX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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