VTCAX Mutual Fund

VTCAX Mutual Fund

NAV$95.56
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Returns Overview

1 Month
-6.33%
3 Months
+2.54%
6 Months
-4.44%
YTD
-4.16%
1 Year
+8.81%
3 Years (annualized)
+21.38%
5 Years (annualized)
+6.16%
10 Years (annualized)
+8.09%

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)
-4.16%
Peer Avg (YTD)
+6.08%
vs Peers
-10.24%

VTCAX Mutual Fund Performance

VTCAX performance across multiple time periods: 1-month -6.33%, YTD -4.16%, 1-year 8.81%, 3-year 21.38%, 5-year 6.16%, 10-year 8.09%.

VTCAX returns trail the peer average of 6.08% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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