Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBCVX (BROAD CAP VALUE INCOME FUND BROAD CAP VALUE INCOME FUND) | 9.43% | 19.00% | 12.28% | 8.40% | 4.80% | 8.55% | NA | 6.12% |
Data as of 07/03/2025, AR inception is 12/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBCVX (BROAD CAP VALUE INCOME FUND BROAD CAP VALUE INCOME FUND) | 12/20/2005 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.38 | 19.00 | 12.28 | 8.40 | 4.80 | 8.55 | NA | 6.12 | 9.43 | 16.75 | 5.24 | -10.31 | 8.18 | -13.31 | 23.66 | -11.40 | 18.17 | 14.12 | -1.33 | 7.54 | 36.47 | 13.98 | 1.67 | 14.44 | 25.31 | -34.71 | 1.98 | 15.58 | -0.13 |
| Sharpe Ratio | NA | 0.98 | 0.56 | 0.37 | 0.17 | NA | NA | 0.24 | 0.86 | 0.93 | 0.07 | -0.57 | 0.37 | -0.38 | 1.75 | -0.77 | 2.12 | 0.89 | -0.09 | 0.63 | 3.15 | 1.08 | 0.07 | 0.76 | 0.92 | -0.89 | -0.06 | 1.34 | -0.97 |
| Standard Deviation(%) | NA | 16.11 | 15.67 | 17.66 | 19.07 | NA | NA | 19.97 | 19.33 | 10.97 | 14.77 | 20.50 | 22.02 | 35.94 | 12.70 | 16.50 | 8.31 | 15.59 | 15.65 | 12.02 | 11.56 | 12.96 | 24.36 | 18.77 | 27.45 | 39.72 | 16.04 | 9.22 | 7.57 |
| Draw Down(%) | NA | 14.84 | 14.94 | 21.01 | 46.07 | NA | NA | 55.41 | 13.61 | 7.32 | 14.31 | 21.01 | 17.05 | 46.07 | 7.01 | 22.19 | 3.91 | 13.42 | 13.62 | 9.15 | 4.76 | 10.91 | 21.46 | 16.60 | 28.36 | 47.58 | 10.93 | 6.96 | 1.00 |
| Yield(%) | 0.00 | 6.65 | 3.96 | 2.94 | 4.51 | 6.93 | 4.74 | 4.99 | 6.13 | 1.84 | 2.16 | 0.29 | 1.79 | 2.43 | 11.80 | 7.77 | 4.63 | 7.90 | 4.71 | 1.32 | 0.00 | 0.75 | 1.75 | 1.83 | 2.31 | 1.94 | 5.31 | 0.00 | 0.17 |
Data as of 07/03/2025, AR inception is 12/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBCVX (BROAD CAP VALUE INCOME FUND BROAD CAP VALUE INCOME FUND) |
-15.06%
Feb 2006 - Feb 2009 |
-2.94%
Sep 2017 - Sep 2022 |
2.71%
Oct 2013 - Oct 2023 |
3.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBCVX (BROAD CAP VALUE INCOME FUND BROAD CAP VALUE INCOME FUND) |
24.56%
Feb 2009 - Feb 2012 |
22.92%
Feb 2009 - Feb 2014 |
14.76%
Feb 2009 - Feb 2019 |
9.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart