VLCIX Mutual Fund

VLCIX Mutual Fund

NAV$24.05
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Returns Overview

1 Month
-4.35%
3 Months
-2.58%
6 Months
-2.98%
YTD
-2.40%
1 Year
+0.68%
3 Years (annualized)
+2.71%
5 Years (annualized)
-3.53%
10 Years (annualized)
+1.43%

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
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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
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
-2.40%
Peer Avg (YTD)
+0.12%
vs Peers
-2.52%

VLCIX Mutual Fund Performance

VLCIX performance across multiple time periods: 1-month -4.35%, YTD -2.40%, 1-year 0.68%, 3-year 2.71%, 5-year -3.53%, 10-year 1.43%.

VLCIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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