VCTXX Mutual Fund

VCTXX Mutual Fund

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Returns Overview

3 Months
+0.37%
6 Months
+0.88%
YTD
+1.49%
1 Year
+1.88%
3 Years (annualized)
+2.26%
5 Years (annualized)
+1.96%
10 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCTXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
California Tax-Exempt Money Market Funds Average(^CATEMMFA)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+2.21%
vs Peers
-0.73%

VCTXX Mutual Fund Performance

VCTXX performance across multiple time periods: YTD 1.49%, 1-year 1.88%, 3-year 2.26%, 5-year 1.96%, 10-year 1.34%.

VCTXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

VCTXX vs another fund shows side-by-side returns. VCTXX alternatives are available in the Mutual Fund Screener.