VCULX Mutual Fund

NAV$19.28

Returns Overview

1 Month
-2.01%
3 Months
+21.47%
6 Months
+10.31%
YTD
+10.08%
1 Year
+17.93%
3 Years (annualized)
+22.89%
5 Years (annualized)
+21.90%
10 Years (annualized)
+22.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCULX 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
S&P 500 GrowthIndex(^SP500G:SP)
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+8.97%
vs Peers
+1.11%

VCULX Mutual Fund Performance

VCULX performance across multiple time periods: 1-month -2.01%, YTD 10.08%, 1-year 17.93%, 3-year 22.89%, 5-year 21.90%, 10-year 22.41%.

VCULX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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