VPGDX Mutual Fund

NAV$15.72

Returns Overview

1 Month
-0.30%
3 Months
+2.20%
6 Months
+1.34%
YTD
+4.05%
1 Year
-0.76%
3 Years (annualized)
+6.92%
5 Years (annualized)
+4.93%
10 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VPGDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Managed Allocation Composite Index
This Mutual Fund (YTD)
+4.05%
Peer Avg (YTD)
+2.33%
vs Peers
+1.72%

VPGDX Mutual Fund Performance

VPGDX performance across multiple time periods: 1-month -0.30%, YTD 4.05%, 1-year -0.76%, 3-year 6.92%, 5-year 4.93%, 10-year 5.82%.

VPGDX returns outperform the peer average of 2.33% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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