VCADX Mutual Fund

VCADX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
-3.43%
3 Months
-4.91%
6 Months
-3.13%
YTD
-3.39%
1 Year
-1.86%
3 Years (annualized)
+3.70%
5 Years (annualized)
+1.09%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCADX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal MF CA Intermediate Total Return USD(^BBMUMFCAITR)
This Mutual Fund (YTD)
-3.39%
Peer Avg (YTD)
-3.88%
vs Peers
+0.49%

VCADX Mutual Fund Performance

VCADX performance across multiple time periods: 1-month -3.43%, YTD -3.39%, 1-year -1.86%, 3-year 3.70%, 5-year 1.09%, 10-year 2.18%.

VCADX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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