VCITX Mutual Fund

NAV$11.36

Returns Overview

1 Month
+1.08%
3 Months
+3.04%
6 Months
+2.68%
YTD
+2.68%
1 Year
+8.32%
3 Years (annualized)
+4.37%
5 Years (annualized)
+1.18%
10 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCITX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+1.98%
vs Peers
+0.71%

VCITX Mutual Fund Performance

VCITX performance across multiple time periods: 1-month 1.08%, YTD 2.68%, 1-year 8.32%, 3-year 4.37%, 5-year 1.18%, 10-year 2.57%.

VCITX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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