VLCRX Mutual Fund

NAV$5.57
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.52%
3 Months
+5.42%
6 Months
+9.14%
YTD
+1.50%
1 Year
+10.27%
3 Years (annualized)
+14.53%
5 Years (annualized)
+26.37%
10 Years (annualized)
+18.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLCRX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+2.25%
vs Peers
-0.76%

VLCRX Mutual Fund Performance

VLCRX performance across multiple time periods: 1-month 2.52%, YTD 1.50%, 1-year 10.27%, 3-year 14.53%, 5-year 26.37%, 10-year 18.14%.

VLCRX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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