VLPAX Mutual Fund

VLPAX Mutual Fund

NAV$19.10
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Returns Overview

1 Month
+2.10%
3 Months
+6.29%
6 Months
+7.62%
YTD
+27.61%
1 Year
+29.95%
3 Years (annualized)
+24.81%
5 Years (annualized)
+23.98%
10 Years (annualized)
+11.64%

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
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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
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+27.61%
Peer Avg (YTD)
+25.30%
vs Peers
+2.31%

VLPAX Mutual Fund Performance

VLPAX performance across multiple time periods: 1-month 2.10%, YTD 27.61%, 1-year 29.95%, 3-year 24.81%, 5-year 23.98%, 10-year 11.64%.

VLPAX returns outperform the peer average of 25.30% 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.