VHCIX Mutual Fund

VHCIX Mutual Fund

NAV$158.18
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Returns Overview

1 Month
-1.21%
3 Months
+5.61%
6 Months
+16.35%
YTD
+10.17%
1 Year
+23.24%
3 Years (annualized)
+11.08%
5 Years (annualized)
+5.59%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHCIX 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
MSCI US Investable Market 2500 Index
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
+8.76%
vs Peers
+1.41%

VHCIX Mutual Fund Performance

VHCIX performance across multiple time periods: 1-month -1.21%, YTD 10.17%, 1-year 23.24%, 3-year 11.08%, 5-year 5.59%, 10-year 10.78%.

VHCIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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