VPAIX Mutual Fund

VPAIX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
-0.34%
3 Months
-1.48%
6 Months
-1.92%
YTD
+0.04%
1 Year
+5.36%
3 Years (annualized)
+3.90%
5 Years (annualized)
+0.53%
10 Years (annualized)
+2.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VPAIX 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
Bloomberg PA Municipal Bond Index
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+0.15%
vs Peers
-0.11%

VPAIX Mutual Fund Performance

VPAIX performance across multiple time periods: 1-month -0.34%, YTD 0.04%, 1-year 5.36%, 3-year 3.90%, 5-year 0.53%, 10-year 2.26%.

VPAIX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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