VCRIX Mutual Fund

NAV$15.98

Returns Overview

1 Month
+1.17%
3 Months
+0.60%
6 Months
+9.54%
YTD
+8.73%
1 Year
+14.46%
3 Years (annualized)
+11.76%
5 Years (annualized)
+7.22%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCRIX 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
FTSE Global Core Infrastructure 50/50 Index(^FGCICANT)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+9.13%
vs Peers
-0.40%

VCRIX Mutual Fund Performance

VCRIX performance across multiple time periods: 1-month 1.17%, YTD 8.73%, 1-year 14.46%, 3-year 11.76%, 5-year 7.22%, 10-year 7.28%.

VCRIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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