VHCIX Mutual Fund

VHCIX Mutual Fund

NAV$163.14
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Returns Overview

1 Month
+1.85%
3 Months
+12.21%
6 Months
+6.85%
YTD
+6.25%
1 Year
+28.40%
3 Years (annualized)
+8.86%
5 Years (annualized)
+5.06%
10 Years (annualized)
+9.90%

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
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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
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+6.74%
vs Peers
-0.49%

VHCIX Mutual Fund Performance

VHCIX performance across multiple time periods: 1-month 1.85%, YTD 6.25%, 1-year 28.40%, 3-year 8.86%, 5-year 5.06%, 10-year 9.90%.

VHCIX returns trail the peer average of 6.74% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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