VPAIX Mutual Fund

VPAIX Mutual Fund

NAV$10.70
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Returns Overview

1 Month
+0.86%
3 Months
+2.72%
6 Months
+2.42%
YTD
+2.42%
1 Year
+8.23%
3 Years (annualized)
+4.29%
5 Years (annualized)
+1.07%
10 Years (annualized)
+2.52%

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
PROUpgrade to run
🏦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)
+2.42%
Peer Avg (YTD)
+1.79%
vs Peers
+0.63%

VPAIX Mutual Fund Performance

VPAIX performance across multiple time periods: 1-month 0.86%, YTD 2.42%, 1-year 8.23%, 3-year 4.29%, 5-year 1.07%, 10-year 2.52%.

VPAIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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