VLPIX Mutual Fund

VLPIX Mutual Fund

NAV$18.32
See how much of VLPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+8.02%
3 Months
+1.76%
6 Months
+1.50%
YTD
+25.99%
1 Year
+33.15%
3 Years (annualized)
+25.24%
5 Years (annualized)
+21.06%
10 Years (annualized)
+11.75%

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
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%

VLPIX Mutual Fund Performance

VLPIX performance across multiple time periods: 1-month 8.02%, YTD 25.99%, 1-year 33.15%, 3-year 25.24%, 5-year 21.06%, 10-year 11.75%.

VLPIX returns outperform the peer average of 25.52% 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.