VCPAX Mutual Fund

NAV$17.00

Returns Overview

1 Month
-1.39%
3 Months
-1.51%
6 Months
-2.58%
YTD
-2.13%
1 Year
+4.50%
3 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCPAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
-2.13%
Peer Avg (YTD)
+3.23%
vs Peers
-5.36%

VCPAX Mutual Fund Performance

VCPAX performance across multiple time periods: 1-month -1.39%, YTD -2.13%, 1-year 4.50%, 3-year 5.32%.

VCPAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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