VFPIX Mutual Fund

VFPIX Mutual Fund

NAV$19.61
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Returns Overview

1 Month
+0.57%
3 Months
-5.32%
6 Months
+1.68%
YTD
+4.92%
1 Year
+8.36%
3 Years (annualized)
+16.38%
5 Years (annualized)
+7.70%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VFPIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+4.92%
Peer Avg (YTD)
+12.21%
vs Peers
-7.29%

VFPIX Mutual Fund Performance

VFPIX performance across multiple time periods: 1-month 0.57%, YTD 4.92%, 1-year 8.36%, 3-year 16.38%, 5-year 7.70%, 10-year 12.09%.

VFPIX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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