VPSAX Mutual Fund

VPSAX Mutual Fund

NAV$19.85
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Returns Overview

1 Month
-1.70%
3 Months
+0.30%
6 Months
+13.87%
YTD
+10.89%
1 Year
+14.74%
3 Years (annualized)
+18.50%
5 Years (annualized)
+9.23%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VPSAX 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)
+10.89%
Peer Avg (YTD)
+7.09%
vs Peers
+3.80%

VPSAX Mutual Fund Performance

VPSAX performance across multiple time periods: 1-month -1.70%, YTD 10.89%, 1-year 14.74%, 3-year 18.50%, 5-year 9.23%, 10-year 11.12%.

VPSAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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