VLCIX Mutual Fund

NAV$24.07

Returns Overview

1 Month
+0.27%
3 Months
+2.78%
6 Months
+1.84%
YTD
+2.04%
1 Year
+5.27%
3 Years (annualized)
+4.21%
5 Years (annualized)
-2.22%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLCIX 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
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+3.23%
vs Peers
-1.19%

VLCIX Mutual Fund Performance

VLCIX performance across multiple time periods: 1-month 0.27%, YTD 2.04%, 1-year 5.27%, 3-year 4.21%, 5-year -2.22%, 10-year 2.16%.

VLCIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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