VAPPX Mutual Fund

VAPPX Mutual Fund

NAV$23.79
See how much of VAPPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.52%
3 Months
+3.87%
6 Months
+6.18%
YTD
+4.57%
1 Year
+12.02%
3 Years (annualized)
+19.56%
5 Years (annualized)
+11.62%
10 Years (annualized)
+15.33%

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

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 19.56%, 5-year 11.62%, 10-year 15.33%.

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.