VLCIX Mutual Fund

VLCIX Mutual Fund

NAV$23.06
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Returns Overview

1 Month
+3.50%
3 Months
-0.31%
6 Months
-2.43%
YTD
-2.72%
1 Year
-3.71%
3 Years (annualized)
+6.68%
5 Years (annualized)
-3.40%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLCIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
-2.72%
Peer Avg (YTD)
+2.28%
vs Peers
-5.00%

VLCIX Mutual Fund Performance

VLCIX performance across multiple time periods: 1-month 3.50%, YTD -2.72%, 1-year -3.71%, 3-year 6.68%, 5-year -3.40%, 10-year 1.65%.

VLCIX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

VLCIX vs another fund shows side-by-side returns. VLCIX alternatives are available in the Mutual Fund Screener.