VLCGX Mutual Fund

NAV$17.92

Returns Overview

1 Month
-1.00%
3 Months
+14.62%
6 Months
+7.63%
YTD
+7.39%
1 Year
+14.71%
3 Years (annualized)
+13.42%
5 Years (annualized)
+9.06%
10 Years (annualized)
+14.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLCGX 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)
+7.39%
Peer Avg (YTD)
+8.97%
vs Peers
-1.58%

VLCGX Mutual Fund Performance

VLCGX performance across multiple time periods: 1-month -1.00%, YTD 7.39%, 1-year 14.71%, 3-year 13.42%, 5-year 9.06%, 10-year 14.65%.

VLCGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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