VBPIX Mutual Fund

VBPIX Mutual Fund

NAV$24.88
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Returns Overview

1 Month
-2.17%
3 Months
-0.16%
6 Months
+17.35%
YTD
+10.28%
1 Year
+7.40%
3 Years (annualized)
+12.74%
5 Years (annualized)
-2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VBPIX 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
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📉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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+10.28%
Peer Avg (YTD)
+9.29%
vs Peers
+0.99%

VBPIX Mutual Fund Performance

VBPIX performance across multiple time periods: 1-month -2.17%, YTD 10.28%, 1-year 7.40%, 3-year 12.74%, 5-year -2.20%.

VBPIX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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