VBCVX Mutual Fund

VBCVX Mutual Fund

NAV$18.41
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Returns Overview

1 Month
+2.89%
3 Months
+10.56%
6 Months
+17.16%
YTD
+22.77%
1 Year
+30.00%
3 Years (annualized)
+20.82%
5 Years (annualized)
+12.98%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VBCVX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+22.77%
Peer Avg (YTD)
+12.44%
vs Peers
+10.33%

VBCVX Mutual Fund Performance

VBCVX performance across multiple time periods: 1-month 2.89%, YTD 22.77%, 1-year 30.00%, 3-year 20.82%, 5-year 12.98%, 10-year 7.90%.

VBCVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

VBCVX vs another fund shows side-by-side returns. VBCVX alternatives are available in the Mutual Fund Screener.