VBPIX Mutual Fund

NAV$24.88

Returns Overview

1 Month
+4.25%
3 Months
+17.54%
6 Months
+11.55%
YTD
+10.46%
1 Year
+13.01%
3 Years (annualized)
+10.63%
5 Years (annualized)
-0.50%

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
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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+10.46%
Peer Avg (YTD)
+9.13%
vs Peers
+1.33%

VBPIX Mutual Fund Performance

VBPIX performance across multiple time periods: 1-month 4.25%, YTD 10.46%, 1-year 13.01%, 3-year 10.63%, 5-year -0.50%.

VBPIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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