VBPIX Mutual Fund

VBPIX Mutual Fund

NAV$25.37
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Returns Overview

1 Month
-2.70%
3 Months
+6.02%
6 Months
+7.00%
YTD
+8.54%
1 Year
+10.87%
3 Years (annualized)
+8.66%
5 Years (annualized)
-0.80%

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)
+8.54%
Peer Avg (YTD)
+9.42%
vs Peers
-0.88%

VBPIX Mutual Fund Performance

VBPIX performance across multiple time periods: 1-month -2.70%, YTD 8.54%, 1-year 10.87%, 3-year 8.66%, 5-year -0.80%.

VBPIX returns trail the peer average of 9.42% 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.