VMPAX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
+0.45%
3 Months
+1.47%
6 Months
+1.65%
YTD
+1.54%
1 Year
+4.62%
3 Years (annualized)
+3.51%
5 Years (annualized)
+1.28%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VMPAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Short-Intermediate Municipal Bond Index(BBGSIMBI)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+1.79%
vs Peers
-0.25%

VMPAX Mutual Fund Performance

VMPAX performance across multiple time periods: 1-month 0.45%, YTD 1.54%, 1-year 4.62%, 3-year 3.51%, 5-year 1.28%, 10-year 1.87%.

VMPAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

VMPAX performance comparison shows side-by-side returns with another fund. VMPAX alternatives are available in the Mutual Fund Screener.