VPKIX Mutual Fund

NAV$21.25

Returns Overview

1 Month
+10.36%
3 Months
+23.51%
6 Months
+31.23%
YTD
+18.93%
1 Year
+55.57%
3 Years
+22.59%
5 Years
+9.80%
10 Years
+10.89%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would VPKIX 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
Spliced Pacific Stock Index(^SPSI)
This Mutual Fund (YTD)
+18.93%
Peer Avg (YTD)
+12.28%
vs Peers
+6.65%

VPKIX Mutual Fund Performance

VPKIX performance across multiple time periods: 1-month 10.36%, YTD 18.93%, 1-year 55.57%, 3-year 22.59%, 5-year 9.80%, 10-year 10.89%.

VPKIX returns outperform the peer average of 12.28% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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