VHCAX Mutual Fund

NAV$258.31

Returns Overview

1 Month
-7.89%
3 Months
+11.66%
6 Months
+11.59%
YTD
+17.09%
1 Year
+56.05%
3 Years (annualized)
+27.33%
5 Years (annualized)
+14.83%
10 Years (annualized)
+17.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHCAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+17.09%
Peer Avg (YTD)
+10.82%
vs Peers
+6.27%

VHCAX Mutual Fund Performance

VHCAX performance across multiple time periods: 1-month -7.89%, YTD 17.09%, 1-year 56.05%, 3-year 27.33%, 5-year 14.83%, 10-year 17.47%.

VHCAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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