VCRVX Mutual Fund

NAV$15.93

Returns Overview

1 Month
+1.15%
3 Months
+0.58%
6 Months
+9.44%
YTD
+8.56%
1 Year
+14.17%
3 Years (annualized)
+11.25%
5 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCRVX 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)
+8.56%
Peer Avg (YTD)
+9.13%
vs Peers
-0.57%

VCRVX Mutual Fund Performance

VCRVX performance across multiple time periods: 1-month 1.15%, YTD 8.56%, 1-year 14.17%, 3-year 11.25%, 5-year 6.80%.

VCRVX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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