VLPCX Mutual Fund

VLPCX Mutual Fund

NAV$16.25
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Returns Overview

YTD
+3.17%
1 Year
+12.51%
3 Years (annualized)
+17.99%
5 Years (annualized)
+19.33%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLPCX 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
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+3.17%
Peer Avg (YTD)
+19.98%
vs Peers
-16.81%

VLPCX Mutual Fund Performance

VLPCX performance across multiple time periods: YTD 3.17%, 1-year 12.51%, 3-year 17.99%, 5-year 19.33%, 10-year 9.61%.

VLPCX returns trail the peer average of 19.98% YTD. With an expense ratio of 2.15%, investors should weigh costs against performance when evaluating this mutual fund.

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