VTCAX Mutual Fund

VTCAX Mutual Fund

NAV$96.89
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Returns Overview

1 Month
+2.55%
3 Months
-5.14%
6 Months
-2.49%
YTD
-2.94%
1 Year
+4.61%
3 Years (annualized)
+20.75%
5 Years (annualized)
+5.56%
10 Years (annualized)
+8.60%

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)
-2.94%
Peer Avg (YTD)
+7.49%
vs Peers
-10.43%

VTCAX Mutual Fund Performance

VTCAX performance across multiple time periods: 1-month 2.55%, YTD -2.94%, 1-year 4.61%, 3-year 20.75%, 5-year 5.56%, 10-year 8.60%.

VTCAX returns trail the peer average of 7.49% 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.