VLPAX Mutual Fund

VLPAX Mutual Fund

NAV$19.81
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Returns Overview

1 Month
+0.98%
3 Months
-0.36%
6 Months
+16.63%
YTD
+24.98%
1 Year
+28.66%
3 Years (annualized)
+24.02%
5 Years (annualized)
+23.32%
10 Years (annualized)
+12.40%

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)
+24.98%
Peer Avg (YTD)
+19.98%
vs Peers
+5.00%

VLPAX Mutual Fund Performance

VLPAX performance across multiple time periods: 1-month 0.98%, YTD 24.98%, 1-year 28.66%, 3-year 24.02%, 5-year 23.32%, 10-year 12.40%.

VLPAX returns outperform the peer average of 19.98% 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.