VPSAX Mutual Fund

VPSAX Mutual Fund

NAV$19.64
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Returns Overview

1 Month
+2.38%
3 Months
+1.89%
6 Months
+8.58%
YTD
+12.81%
1 Year
+20.45%
3 Years (annualized)
+18.50%
5 Years (annualized)
+9.23%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VPSAX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+12.81%
Peer Avg (YTD)
+8.76%
vs Peers
+4.05%

VPSAX Mutual Fund Performance

VPSAX performance across multiple time periods: 1-month 2.38%, YTD 12.81%, 1-year 20.45%, 3-year 18.50%, 5-year 9.23%, 10-year 11.12%.

VPSAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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