VPISX Mutual Fund

VPISX Mutual Fund

NAV$20.22
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Returns Overview

1 Month
-1.67%
3 Months
+0.36%
6 Months
+14.07%
YTD
+11.14%
1 Year
+15.06%
3 Years (annualized)
+18.80%
5 Years (annualized)
+9.50%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VPISX 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 Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+7.09%
vs Peers
+4.05%

VPISX Mutual Fund Performance

VPISX performance across multiple time periods: 1-month -1.67%, YTD 11.14%, 1-year 15.06%, 3-year 18.80%, 5-year 9.50%, 10-year 11.40%.

VPISX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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