| VLPIX | |
|---|---|
| Total return | +182.35% |
| Annualised (CAGR) | +10.94% |
| Volatility (annualised) | +25.01% |
| Sharpe (rf = 0) | 0.44 |
| Deepest drawdown | -64.54% |
| Drawdown peak → trough | 2018-08-22 → 2020-03-18 |
| Dividend yield (12m distributions) | 8.15% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +182.35% in total (+10.94% a year), with a deepest drawdown of -64.54% from 2018-08-22 to 2020-03-18. Its worst calendar year was 2020 (-18.79%), its best 2021 (+44.72%).
| Year | VLPIX |
|---|---|
| 2026 | +20.24% |
| 2025 | +3.53% |
| 2024 | +41.43% |
| 2023 | +11.96% |
| 2022 | +30.77% |
| 2021 | +44.72% |
| 2020 | -18.79% |
| 2019 | +9.61% |
| 2018 | -17.16% |
| 2017 | -1.15% |
| 2016 | +3.83% |
+182.35% in total, which works out to +10.94% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2020 — its calendar-year return was -18.79% (net of fees, dividends reinvested). Its best year was 2021 (+44.72%).
-64.54%, from a peak on 2018-08-22 to a trough on 2020-03-18. From that trough it took 565 days (about 18.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 8.15% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say VLPIX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -64.54% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.