VITPX Mutual Fund

NAV$122.50

Returns Overview

1 Month
-0.56%
3 Months
+3.59%
6 Months
+5.99%
YTD
+8.17%
1 Year
+22.83%
3 Years (annualized)
+20.64%
5 Years (annualized)
+12.38%
10 Years (annualized)
+15.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VITPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
CRSP US Total Market Index(CRSPTM1)
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+9.51%
vs Peers
-1.34%

VITPX Mutual Fund Performance

VITPX performance across multiple time periods: 1-month -0.56%, YTD 8.17%, 1-year 22.83%, 3-year 20.64%, 5-year 12.38%, 10-year 15.20%.

VITPX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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