VCFVX Mutual Fund

NAV$14.13

Returns Overview

1 Month
-0.88%
3 Months
+5.24%
6 Months
+8.48%
YTD
+7.75%
1 Year
+23.85%
3 Years (annualized)
+19.73%
5 Years (annualized)
+10.07%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCFVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+7.75%
Peer Avg (YTD)
+8.71%
vs Peers
-0.96%

VCFVX Mutual Fund Performance

VCFVX performance across multiple time periods: 1-month -0.88%, YTD 7.75%, 1-year 23.85%, 3-year 19.73%, 5-year 10.07%, 10-year 8.89%.

VCFVX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

VCFVX performance comparison shows side-by-side returns with another fund. VCFVX alternatives are available in the Mutual Fund Screener.