VCADX Mutual Fund

VCADX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
-1.55%
3 Months
-0.59%
6 Months
-0.91%
YTD
+0.03%
1 Year
+4.52%
3 Years (annualized)
+3.40%
5 Years (annualized)
+1.04%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCADX 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
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🏦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
Bloomberg Barclays Municipal MF CA Intermediate Total Return USD(^BBMUMFCAITR)
This Mutual Fund (YTD)
+0.03%
Peer Avg (YTD)
+0.39%
vs Peers
-0.36%

VCADX Mutual Fund Performance

VCADX performance across multiple time periods: 1-month -1.55%, YTD 0.03%, 1-year 4.52%, 3-year 3.40%, 5-year 1.04%, 10-year 2.20%.

VCADX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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