VVPSX Mutual Fund

VVPSX Mutual Fund

NAV$14.30
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Returns Overview

1 Month
+5.37%
3 Months
+12.33%
6 Months
+7.40%
YTD
+10.63%
1 Year
+15.26%
3 Years (annualized)
+5.27%
5 Years (annualized)
-3.16%
10 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VVPSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+15.31%
vs Peers
-4.68%

VVPSX Mutual Fund Performance

VVPSX performance across multiple time periods: 1-month 5.37%, YTD 10.63%, 1-year 15.26%, 3-year 5.27%, 5-year -3.16%, 10-year 4.64%.

VVPSX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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