VLCAX Mutual Fund

NAV$173.18

Returns Overview

1 Month
+1.16%
3 Months
+1.25%
6 Months
+9.61%
YTD
+0.97%
1 Year
+15.95%
3 Years
+21.36%
5 Years
+14.36%
10 Years
+15.53%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would VLCAX 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
CRSP US Large Cap Index(CRSPLC1)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+1.87%
vs Peers
-0.90%

VLCAX Mutual Fund Performance

VLCAX performance across multiple time periods: 1-month 1.16%, YTD 0.97%, 1-year 15.95%, 3-year 21.36%, 5-year 14.36%, 10-year 15.53%.

VLCAX returns trail the peer average of 1.87% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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