VAPPX Mutual Fund

NAV$24.43

Returns Overview

1 Month
-0.49%
3 Months
+19.85%
6 Months
+6.91%
YTD
+7.27%
1 Year
+17.57%
3 Years (annualized)
+22.07%
5 Years (annualized)
+12.86%
10 Years (annualized)
+15.94%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+8.97%
vs Peers
-1.70%

VAPPX Mutual Fund Performance

VAPPX performance across multiple time periods: 1-month -0.49%, YTD 7.27%, 1-year 17.57%, 3-year 22.07%, 5-year 12.86%, 10-year 15.94%.

VAPPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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