VCRQX Mutual Fund

VCRQX Mutual Fund

NAV$15.99
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Returns Overview

1 Month
+1.18%
3 Months
+0.68%
6 Months
+9.64%
YTD
+8.83%
1 Year
+14.61%
3 Years (annualized)
+11.73%
5 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCRQX 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
FTSE Global Core Infrastructure 50/50 Index(^FGCICANT)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+9.13%
vs Peers
-0.30%

VCRQX Mutual Fund Performance

VCRQX performance across multiple time periods: 1-month 1.18%, YTD 8.83%, 1-year 14.61%, 3-year 11.73%, 5-year 7.23%.

VCRQX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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