VPMAX Mutual Fund

VPMAX Mutual Fund

NAV$228.61
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Returns Overview

1 Month
-7.47%
3 Months
+9.06%
6 Months
+14.74%
YTD
+20.78%
1 Year
+45.74%
3 Years (annualized)
+23.61%
5 Years (annualized)
+15.04%
10 Years (annualized)
+16.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VPMAX 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
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📉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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+20.78%
Peer Avg (YTD)
+6.23%
vs Peers
+14.55%

VPMAX Mutual Fund Performance

VPMAX performance across multiple time periods: 1-month -7.47%, YTD 20.78%, 1-year 45.74%, 3-year 23.61%, 5-year 15.04%, 10-year 16.90%.

VPMAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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