VLNPX Mutual Fund

VLNPX Mutual Fund

NAV$56.79
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Returns Overview

1 Month
-10.19%
3 Months
+2.34%
6 Months
+7.08%
YTD
+13.69%
1 Year
+32.56%
3 Years (annualized)
+16.98%
5 Years (annualized)
+8.31%
10 Years (annualized)
+14.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLNPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.69%
Peer Avg (YTD)
+15.31%
vs Peers
-1.62%

VLNPX Mutual Fund Performance

VLNPX performance across multiple time periods: 1-month -10.19%, YTD 13.69%, 1-year 32.56%, 3-year 16.98%, 5-year 8.31%, 10-year 14.00%.

VLNPX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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