VHCIX Mutual Fund

NAV$140.27

Returns Overview

1 Month
+2.65%
3 Months
-5.03%
6 Months
-4.13%
YTD
-2.80%
1 Year
+16.74%
3 Years
+7.51%
5 Years
+4.65%
10 Years
+9.58%

Risk Metrics (1-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US Investable Market 2500 Index(NA)
This Mutual Fund (YTD)
-2.80%
Peer Avg (YTD)
+1.69%
vs Peers
-4.49%

VHCIX Mutual Fund Performance

VHCIX performance across multiple time periods: 1-month 2.65%, YTD -2.80%, 1-year 16.74%, 3-year 7.51%, 5-year 4.65%, 10-year 9.58%.

VHCIX returns trail the peer average of 1.69% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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