VVPSX Mutual Fund

NAV$13.42

Returns Overview

1 Month
+4.92%
3 Months
+14.15%
6 Months
+5.33%
YTD
+5.00%
1 Year
+12.57%
3 Years (annualized)
+6.14%
5 Years (annualized)
+1.60%
10 Years (annualized)
+7.73%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+18.52%
vs Peers
-13.52%

VVPSX Mutual Fund Performance

VVPSX performance across multiple time periods: 1-month 4.92%, YTD 5.00%, 1-year 12.57%, 3-year 6.14%, 5-year 1.60%, 10-year 7.73%.

VVPSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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