VAPPX Mutual Fund

VAPPX Mutual Fund

NAV$24.40
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Returns Overview

1 Month
-2.52%
3 Months
+3.87%
6 Months
+6.18%
YTD
+4.57%
1 Year
+12.02%
3 Years (annualized)
+19.54%
5 Years (annualized)
+11.61%
10 Years (annualized)
+15.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VAPPX 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 500 Index(SPX)
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+6.23%
vs Peers
-1.67%

VAPPX Mutual Fund Performance

VAPPX performance across multiple time periods: 1-month -2.52%, YTD 4.57%, 1-year 12.02%, 3-year 19.54%, 5-year 11.61%, 10-year 15.13%.

VAPPX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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