VCAIX Mutual Fund

VCAIX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
+0.01%
3 Months
-1.03%
6 Months
-2.11%
YTD
+0.01%
1 Year
+3.46%
3 Years (annualized)
+3.63%
5 Years (annualized)
+1.02%
10 Years (annualized)
+2.13%

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
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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)
+0.01%
Peer Avg (YTD)
+0.17%
vs Peers
-0.17%

VCAIX Mutual Fund Performance

VCAIX performance across multiple time periods: 1-month 0.01%, YTD 0.01%, 1-year 3.46%, 3-year 3.63%, 5-year 1.02%, 10-year 2.13%.

VCAIX returns trail the peer average of 0.17% 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.