VCRIX Mutual Fund

VCRIX Mutual Fund

NAV$15.22
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Returns Overview

1 Month
-1.69%
3 Months
-0.73%
6 Months
-5.92%
YTD
+6.70%
1 Year
+10.01%
3 Years (annualized)
+12.50%
5 Years (annualized)
+6.03%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VCRIX 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
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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
FTSE Global Core Infrastructure 50/50 Index(^FGCICANT)
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+10.17%
vs Peers
-3.48%

VCRIX Mutual Fund Performance

VCRIX performance across multiple time periods: 1-month -1.69%, YTD 6.70%, 1-year 10.01%, 3-year 12.50%, 5-year 6.03%, 10-year 7.87%.

VCRIX returns trail the peer average of 10.17% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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