VLCAX Mutual Fund

VLCAX Mutual Fund

NAV$181.20
See how much of VLCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.47%
3 Months
+2.20%
6 Months
+18.01%
YTD
+12.17%
1 Year
+15.15%
3 Years (annualized)
+21.21%
5 Years (annualized)
+12.34%
10 Years (annualized)
+15.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLCAX 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
Morningstar US Large Cap Index (CAD)(^MLCP)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+9.98%
vs Peers
+2.18%

VLCAX Mutual Fund Performance

VLCAX performance across multiple time periods: 1-month -0.47%, YTD 12.17%, 1-year 15.15%, 3-year 21.21%, 5-year 12.34%, 10-year 15.34%.

VLCAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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