VPISX Mutual Fund

VPISX Mutual Fund

NAV$20.01
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Returns Overview

1 Month
+2.35%
3 Months
+1.92%
6 Months
+8.70%
YTD
+13.03%
1 Year
+20.75%
3 Years (annualized)
+18.80%
5 Years (annualized)
+9.50%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VPISX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+8.76%
vs Peers
+4.27%

VPISX Mutual Fund Performance

VPISX performance across multiple time periods: 1-month 2.35%, YTD 13.03%, 1-year 20.75%, 3-year 18.80%, 5-year 9.50%, 10-year 11.40%.

VPISX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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