VCNIX Mutual Fund

NAV$28.87

Returns Overview

1 Month
-0.17%
3 Months
+27.62%
6 Months
+20.07%
YTD
+20.25%
1 Year
+33.84%
3 Years (annualized)
+24.60%
5 Years (annualized)
+15.20%
10 Years (annualized)
+21.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCNIX 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 Index(SPX)
This Mutual Fund (YTD)
+20.25%
Peer Avg (YTD)
+8.97%
vs Peers
+11.28%

VCNIX Mutual Fund Performance

VCNIX performance across multiple time periods: 1-month -0.17%, YTD 20.25%, 1-year 33.84%, 3-year 24.60%, 5-year 15.20%, 10-year 21.19%.

VCNIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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