VHCOX Mutual Fund

VHCOX Mutual Fund

NAV$115.75
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Returns Overview

1 Month
-7.93%
3 Months
+10.17%
6 Months
+14.35%
YTD
+20.16%
1 Year
+41.68%
3 Years (annualized)
+22.36%
5 Years (annualized)
+12.82%
10 Years (annualized)
+16.17%

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)
+20.16%
Peer Avg (YTD)
+9.54%
vs Peers
+10.62%

VHCOX Mutual Fund Performance

VHCOX performance across multiple time periods: 1-month -7.93%, YTD 20.16%, 1-year 41.68%, 3-year 22.36%, 5-year 12.82%, 10-year 16.17%.

VHCOX returns outperform the peer average of 9.54% 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.