VLPIX Mutual Fund

VLPIX Mutual Fund

NAV$18.46
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Returns Overview

1 Month
+1.05%
3 Months
-0.26%
6 Months
+16.78%
YTD
+23.82%
1 Year
+35.62%
3 Years (annualized)
+26.42%
5 Years (annualized)
+24.87%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLPIX 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)
+23.82%
Peer Avg (YTD)
+19.98%
vs Peers
+3.83%

VLPIX Mutual Fund Performance

VLPIX performance across multiple time periods: 1-month 1.05%, YTD 23.82%, 1-year 35.62%, 3-year 26.42%, 5-year 24.87%, 10-year 12.68%.

VLPIX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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