VPAIX Mutual Fund

VPAIX Mutual Fund

NAV$10.59
See how much of VPAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.99%
3 Months
-0.66%
6 Months
-0.10%
YTD
+0.38%
1 Year
+6.67%
3 Years (annualized)
+3.50%
5 Years (annualized)
+0.51%
10 Years (annualized)
+2.30%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg PA Municipal Bond Index
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+0.23%
vs Peers
+0.15%

VPAIX Mutual Fund Performance

VPAIX performance across multiple time periods: 1-month -1.99%, YTD 0.38%, 1-year 6.67%, 3-year 3.50%, 5-year 0.51%, 10-year 2.30%.

VPAIX returns outperform the peer average of 0.23% 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.