VTCAX Mutual Fund

VTCAX Mutual Fund

NAV$94.52
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Returns Overview

1 Month
-1.25%
3 Months
-7.36%
6 Months
-8.38%
YTD
-5.35%
1 Year
+5.10%
3 Years (annualized)
+18.60%
5 Years (annualized)
+5.78%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTCAX 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
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
-5.35%
Peer Avg (YTD)
+4.46%
vs Peers
-9.82%

VTCAX Mutual Fund Performance

VTCAX performance across multiple time periods: 1-month -1.25%, YTD -5.35%, 1-year 5.10%, 3-year 18.60%, 5-year 5.78%, 10-year 7.66%.

VTCAX returns trail the peer average of 4.46% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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