VPKIX Mutual Fund

NAV$21.49
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Returns Overview

1 Month
-0.32%
3 Months
+19.16%
6 Months
+27.99%
YTD
+26.29%
1 Year
+45.71%
3 Years (annualized)
+22.31%
5 Years (annualized)
+10.44%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VPKIX 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

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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
Spliced Pacific Stock Index(^SPSI)
This Mutual Fund (YTD)
+26.29%
Peer Avg (YTD)
+26.47%
vs Peers
-0.17%

VPKIX Mutual Fund Performance

VPKIX performance across multiple time periods: 1-month -0.32%, YTD 26.29%, 1-year 45.71%, 3-year 22.31%, 5-year 10.44%, 10-year 10.54%.

VPKIX returns trail the peer average of 26.47% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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