VADCX Mutual Fund

NAV$75.21

Returns Overview

1 Month
+2.26%
3 Months
+11.03%
6 Months
+11.43%
YTD
+10.66%
1 Year
+17.74%
3 Years (annualized)
+13.10%
5 Years (annualized)
+7.77%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VADCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+9.51%
vs Peers
+1.15%

VADCX Mutual Fund Performance

VADCX performance across multiple time periods: 1-month 2.26%, YTD 10.66%, 1-year 17.74%, 3-year 13.10%, 5-year 7.77%, 10-year 10.94%.

VADCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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