VCTXX Mutual Fund

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Returns Overview

1 Month
+0.18%
3 Months
+0.55%
6 Months
+0.95%
YTD
+0.95%
1 Year
+1.86%
3 Years (annualized)
+2.37%
5 Years (annualized)
+1.84%
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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
California Tax-Exempt Money Market Funds Average(^CATEMMFA)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+1.70%
vs Peers
-0.75%

VCTXX Mutual Fund Performance

VCTXX performance across multiple time periods: 1-month 0.18%, YTD 0.95%, 1-year 1.86%, 3-year 2.37%, 5-year 1.84%, 10-year 1.34%.

VCTXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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