VLCAX Mutual Fund

VLCAX Mutual Fund

NAV$179.26
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Returns Overview

1 Month
+2.84%
3 Months
+1.76%
6 Months
+12.70%
YTD
+12.70%
1 Year
+20.03%
3 Years (annualized)
+21.21%
5 Years (annualized)
+12.34%
10 Years (annualized)
+15.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLCAX 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
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📉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
Morningstar US Large Cap Index (CAD)(^MLCP)
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+11.21%
vs Peers
+1.48%

VLCAX Mutual Fund Performance

VLCAX performance across multiple time periods: 1-month 2.84%, YTD 12.70%, 1-year 20.03%, 3-year 21.21%, 5-year 12.34%, 10-year 15.34%.

VLCAX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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