VPALX Mutual Fund

VPALX Mutual Fund

NAV$10.12
See how much of VPALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.34%
3 Months
-1.47%
6 Months
-1.90%
YTD
+0.07%
1 Year
+5.41%
3 Years (annualized)
+3.97%
5 Years (annualized)
+0.60%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VPALX 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)
+0.07%
Peer Avg (YTD)
+0.15%
vs Peers
-0.08%

VPALX Mutual Fund Performance

VPALX performance across multiple time periods: 1-month -0.34%, YTD 0.07%, 1-year 5.41%, 3-year 3.97%, 5-year 0.60%, 10-year 2.43%.

VPALX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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