VHCAX Mutual Fund

VHCAX Mutual Fund

NAV$268.49
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Returns Overview

1 Month
+1.07%
3 Months
-4.39%
6 Months
+28.86%
YTD
+22.71%
1 Year
+34.90%
3 Years (annualized)
+23.27%
5 Years (annualized)
+13.02%
10 Years (annualized)
+16.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHCAX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+22.71%
Peer Avg (YTD)
+6.72%
vs Peers
+15.98%

VHCAX Mutual Fund Performance

VHCAX performance across multiple time periods: 1-month 1.07%, YTD 22.71%, 1-year 34.90%, 3-year 23.27%, 5-year 13.02%, 10-year 16.48%.

VHCAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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