VHCOX Mutual Fund

VHCOX Mutual Fund

NAV$108.16
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Returns Overview

1 Month
-3.45%
3 Months
+0.24%
6 Months
+10.44%
YTD
+18.39%
1 Year
+24.52%
3 Years (annualized)
+25.58%
5 Years (annualized)
+12.29%
10 Years (annualized)
+16.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHCOX 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)
+18.39%
Peer Avg (YTD)
+8.01%
vs Peers
+10.39%

VHCOX Mutual Fund Performance

VHCOX performance across multiple time periods: 1-month -3.45%, YTD 18.39%, 1-year 24.52%, 3-year 25.58%, 5-year 12.29%, 10-year 16.33%.

VHCOX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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