VLPAX Mutual Fund

VLPAX Mutual Fund

NAV$18.96
See how much of VLPAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+8.15%
3 Months
+1.89%
6 Months
+1.53%
YTD
+25.99%
1 Year
+33.07%
3 Years (annualized)
+24.99%
5 Years (annualized)
+20.83%
10 Years (annualized)
+11.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLPAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+25.99%
Peer Avg (YTD)
+25.52%
vs Peers
+0.48%

VLPAX Mutual Fund Performance

VLPAX performance across multiple time periods: 1-month 8.15%, YTD 25.99%, 1-year 33.07%, 3-year 24.99%, 5-year 20.83%, 10-year 11.62%.

VLPAX returns outperform the peer average of 25.52% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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