VCAIX Mutual Fund

VCAIX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
-3.43%
3 Months
-4.92%
6 Months
-3.16%
YTD
-3.42%
1 Year
-1.91%
3 Years (annualized)
+3.63%
5 Years (annualized)
+1.02%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCAIX 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

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)
-3.42%
Peer Avg (YTD)
-3.88%
vs Peers
+0.45%

VCAIX Mutual Fund Performance

VCAIX performance across multiple time periods: 1-month -3.43%, YTD -3.42%, 1-year -1.91%, 3-year 3.63%, 5-year 1.02%, 10-year 2.13%.

VCAIX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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