VHCIX Mutual Fund

NAV$154.54

Returns Overview

1 Month
+7.33%
3 Months
+10.16%
6 Months
+4.71%
YTD
+4.32%
1 Year
+22.49%
3 Years (annualized)
+8.54%
5 Years (annualized)
+5.43%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHCIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+7.57%
vs Peers
-3.26%

VHCIX Mutual Fund Performance

VHCIX performance across multiple time periods: 1-month 7.33%, YTD 4.32%, 1-year 22.49%, 3-year 8.54%, 5-year 5.43%, 10-year 10.29%.

VHCIX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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