VHCAX Mutual Fund

VHCAX Mutual Fund

NAV$259.66
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Returns Overview

1 Month
-3.45%
3 Months
+0.26%
6 Months
+10.48%
YTD
+18.47%
1 Year
+24.62%
3 Years (annualized)
+25.67%
5 Years (annualized)
+12.37%
10 Years (annualized)
+16.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHCAX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+18.47%
Peer Avg (YTD)
+8.01%
vs Peers
+10.46%

VHCAX Mutual Fund Performance

VHCAX performance across multiple time periods: 1-month -3.45%, YTD 18.47%, 1-year 24.62%, 3-year 25.67%, 5-year 12.37%, 10-year 16.41%.

VHCAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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