VLCIX Mutual Fund

VLCIX Mutual Fund

NAV$22.95
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Returns Overview

1 Month
-4.43%
3 Months
-7.44%
6 Months
-4.87%
YTD
-5.56%
1 Year
-6.19%
3 Years (annualized)
+3.82%
5 Years (annualized)
-3.20%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLCIX 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
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
-5.56%
Peer Avg (YTD)
+0.50%
vs Peers
-6.06%

VLCIX Mutual Fund Performance

VLCIX performance across multiple time periods: 1-month -4.43%, YTD -5.56%, 1-year -6.19%, 3-year 3.82%, 5-year -3.20%, 10-year 1.48%.

VLCIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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