VCPIX Mutual Fund

VCPIX Mutual Fund

NAV$8.25
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Returns Overview

1 Month
+2.12%
3 Months
-0.19%
6 Months
-0.79%
YTD
-0.37%
1 Year
+0.05%
3 Years (annualized)
+6.21%
5 Years (annualized)
+0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCPIX 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
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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
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+1.93%
vs Peers
-2.30%

VCPIX Mutual Fund Performance

VCPIX performance across multiple time periods: 1-month 2.12%, YTD -0.37%, 1-year 0.05%, 3-year 6.21%, 5-year 0.51%.

VCPIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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