VLPIX Mutual Fund

VLPIX Mutual Fund

NAV$19.28
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Returns Overview

1 Month
-7.75%
3 Months
-4.81%
6 Months
-3.19%
YTD
+16.64%
1 Year
+17.41%
3 Years (annualized)
+25.14%
5 Years (annualized)
+24.31%
10 Years (annualized)
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLPIX 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
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📉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)
+16.64%
Peer Avg (YTD)
+19.29%
vs Peers
-2.65%

VLPIX Mutual Fund Performance

VLPIX performance across multiple time periods: 1-month -7.75%, YTD 16.64%, 1-year 17.41%, 3-year 25.14%, 5-year 24.31%, 10-year 11.81%.

VLPIX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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