VFPIX Mutual Fund

VFPIX Mutual Fund

NAV$20.67
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Returns Overview

1 Month
+0.05%
3 Months
+7.39%
6 Months
+11.60%
YTD
+10.82%
1 Year
+17.86%
3 Years (annualized)
+14.31%
5 Years (annualized)
+10.64%
10 Years (annualized)
+12.45%

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
PROUpgrade to run
🏦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)
+10.82%
Peer Avg (YTD)
+15.31%
vs Peers
-4.49%

VFPIX Mutual Fund Performance

VFPIX performance across multiple time periods: 1-month 0.05%, YTD 10.82%, 1-year 17.86%, 3-year 14.31%, 5-year 10.64%, 10-year 12.45%.

VFPIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.22%, 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.