VPALX Mutual Fund

VPALX Mutual Fund

NAV$10.59
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Returns Overview

1 Month
-1.98%
3 Months
-0.64%
6 Months
-0.08%
YTD
+0.41%
1 Year
+6.73%
3 Years (annualized)
+3.56%
5 Years (annualized)
+0.58%
10 Years (annualized)
+2.49%

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
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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)
+0.41%
Peer Avg (YTD)
+0.23%
vs Peers
+0.18%

VPALX Mutual Fund Performance

VPALX performance across multiple time periods: 1-month -1.98%, YTD 0.41%, 1-year 6.73%, 3-year 3.56%, 5-year 0.58%, 10-year 2.49%.

VPALX returns outperform the peer average of 0.23% 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.