VPKIX Mutual Fund

VPKIX Mutual Fund

NAV$21.43
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Returns Overview

1 Month
+0.27%
3 Months
+0.09%
6 Months
+19.27%
YTD
+26.41%
1 Year
+34.97%
3 Years (annualized)
+22.44%
5 Years (annualized)
+10.46%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VPKIX 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
Spliced Pacific Stock Index(^SPSI)
This Mutual Fund (YTD)
+26.41%
Peer Avg (YTD)
+23.84%
vs Peers
+2.57%

VPKIX Mutual Fund Performance

VPKIX performance across multiple time periods: 1-month 0.27%, YTD 26.41%, 1-year 34.97%, 3-year 22.44%, 5-year 10.46%, 10-year 10.04%.

VPKIX returns outperform the peer average of 23.84% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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