VCAIX Mutual Fund

VCAIX Mutual Fund

NAV$11.26
See how much of VCAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.55%
3 Months
-0.60%
6 Months
-0.94%
YTD
-0.00%
1 Year
+4.46%
3 Years (annualized)
+3.33%
5 Years (annualized)
+0.97%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCAIX 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
PROUpgrade to run

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)
-0.00%
Peer Avg (YTD)
+0.39%
vs Peers
-0.39%

VCAIX Mutual Fund Performance

VCAIX performance across multiple time periods: 1-month -1.55%, YTD -0.00%, 1-year 4.46%, 3-year 3.33%, 5-year 0.97%, 10-year 1.93%.

VCAIX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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