VPMAX Mutual Fund

NAV$232.29
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Returns Overview

1 Month
+4.78%
3 Months
+34.22%
6 Months
+30.52%
YTD
+28.59%
1 Year
+58.71%
3 Years (annualized)
+28.27%
5 Years (annualized)
+16.75%
10 Years (annualized)
+18.35%

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

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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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+28.59%
Peer Avg (YTD)
+8.97%
vs Peers
+19.62%

VPMAX Mutual Fund Performance

VPMAX performance across multiple time periods: 1-month 4.78%, YTD 28.59%, 1-year 58.71%, 3-year 28.27%, 5-year 16.75%, 10-year 18.35%.

VPMAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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