VLPIX Mutual Fund

NAV$19.92

Returns Overview

1 Month
+3.07%
3 Months
+1.70%
6 Months
+23.87%
YTD
+22.53%
1 Year
+32.85%
3 Years (annualized)
+28.41%
5 Years (annualized)
+23.50%
10 Years (annualized)
+12.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLPIX 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
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+22.53%
Peer Avg (YTD)
+14.02%
vs Peers
+8.51%

VLPIX Mutual Fund Performance

VLPIX performance across multiple time periods: 1-month 3.07%, YTD 22.53%, 1-year 32.85%, 3-year 28.41%, 5-year 23.50%, 10-year 12.59%.

VLPIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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