Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCCAX (CAPITAL APPRECIATION FUND CAPITAL APPRECIATION FUND) | NA | 5.24% | 16.28% | 15.42% | 13.96% | 10.01% | 7.83% | … | … |
Data as of 03/02/2022, Common starting date is 11/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCCAX (CAPITAL APPRECIATION FUND CAPITAL APPRECIATION FUND) | 11/25/1998 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.24 | 16.28 | 15.42 | 13.96 | 10.01 | 7.83 | … | … | -12.47 | 7.91 | 28.76 | 27.68 | 1.03 | 23.73 | 2.05 | 5.81 | 8.60 | 36.08 | 17.94 | -1.88 | 14.36 | 32.30 | -44.17 | 19.93 | 5.62 | 3.43 | 9.26 | 25.97 | -30.74 | -21.46 | -22.63 | 35.44 | 7.40 |
| Sharpe Ratio | NA | 0.19 | 0.58 | 0.64 | 0.71 | NA | NA | … | … | -1.23 | 0.60 | 0.83 | 1.88 | -0.02 | 2.70 | 0.13 | 0.36 | 0.62 | 2.86 | 1.22 | -0.08 | 0.80 | 1.30 | -1.06 | 0.93 | 0.20 | 0.11 | 0.61 | 1.45 | -1.18 | -0.79 | -0.82 | 1.55 | 4.51 |
| Standard Deviation(%) | NA | 27.07 | 26.62 | 22.91 | 19.11 | NA | NA | … | … | 45.40 | 20.63 | 34.37 | 13.94 | 19.79 | 8.59 | 14.37 | 16.26 | 13.83 | 12.60 | 14.84 | 24.78 | 17.79 | 24.81 | 42.52 | 18.17 | 11.70 | 11.68 | 13.57 | 17.47 | 26.93 | 30.58 | 32.45 | 20.73 | 24.05 |
| Draw Down(%) | NA | 12.47 | 31.59 | 31.59 | 31.59 | NA | NA | … | … | 12.47 | 8.17 | 31.59 | 8.50 | 21.35 | 2.96 | 13.05 | 12.28 | 8.14 | 6.45 | 10.58 | 22.36 | 15.10 | 20.41 | 52.33 | 10.22 | 11.70 | 9.21 | 12.51 | 10.32 | 37.88 | 40.96 | 32.63 | 10.27 | 4.09 |
| Yield(%) | 0.00 | 2.21 | 10.53 | 10.15 | 9.89 | 7.44 | 6.02 | … | … | 0.00 | 2.31 | 3.50 | 29.60 | 5.42 | 10.30 | 9.83 | 0.33 | 0.45 | 0.00 | 0.52 | 0.49 | 0.42 | 1.32 | 0.05 | 0.34 | 0.18 | 0.06 | 0.32 | 0.06 | 0.00 | 0.00 | 4.09 | 4.10 | 0.06 |
Data as of 03/02/2022, Common starting date is 11/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCCAX (CAPITAL APPRECIATION FUND CAPITAL APPRECIATION FUND) |
-26.76%
Mar 2000 – Mar 2003 |
-12.59%
Mar 2000 – Mar 2005 |
-6.90%
Aug 2000 – Aug 2010 |
0.13%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCCAX (CAPITAL APPRECIATION FUND CAPITAL APPRECIATION FUND) |
26.56%
Dec 2018 – Dec 2021 |
22.78%
Feb 2009 – Feb 2014 |
16.91%
Dec 2011 – Dec 2021 |
10.94%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart