Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCAAX (ASSET ALLOCATION FUND ASSET ALLOCATION FUND) | 5.62% | 9.49% | 10.39% | 6.27% | 4.53% | 6.40% | 3.34% | 4.21% |
Data as of 07/18/2025, AR inception is 04/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCAAX (ASSET ALLOCATION FUND ASSET ALLOCATION FUND) | 04/29/1997 | 07/18/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 9.49 | 10.39 | 6.27 | 4.53 | 6.40 | 3.34 | 4.21 | 5.62 | 15.01 | 12.22 | -26.70 | 16.75 | 9.58 | 15.14 | -9.02 | 13.26 | 7.48 | -0.45 | 5.36 | 15.96 | 13.33 | 0.92 | 12.31 | 20.21 | -29.49 | -2.91 | -4.22 | -2.48 | 4.71 | 18.34 | -9.44 | -4.21 | -2.49 | 11.75 | 18.37 | 16.96 |
| Sharpe Ratio | NA | 0.44 | 0.58 | 0.36 | 0.27 | NA | NA | 0.21 | 0.51 | 0.98 | 0.74 | -1.46 | 1.94 | 0.54 | 1.73 | -1.04 | 2.10 | 0.75 | -0.05 | 0.70 | 1.98 | 1.78 | 0.07 | 1.11 | 1.12 | -1.23 | -0.47 | -0.48 | -0.51 | 0.47 | 1.76 | -0.78 | -0.57 | -0.55 | 0.78 | 1.26 | 1.90 |
| Standard Deviation(%) | NA | 12.20 | 11.77 | 12.72 | 11.80 | NA | NA | 12.37 | 14.30 | 8.55 | 10.91 | 19.34 | 8.63 | 17.14 | 7.91 | 9.99 | 6.05 | 9.75 | 9.15 | 7.68 | 8.04 | 7.53 | 13.64 | 10.98 | 18.01 | 24.62 | 12.57 | 15.77 | 9.12 | 8.01 | 10.01 | 13.51 | 11.71 | 12.07 | 10.91 | 11.97 | 11.84 |
| Draw Down(%) | NA | 12.03 | 12.84 | 30.56 | 30.56 | NA | NA | 50.98 | 11.26 | 4.44 | 10.13 | 30.36 | 3.75 | 26.38 | 5.56 | 16.24 | 2.89 | 7.95 | 8.17 | 6.38 | 6.62 | 5.62 | 12.45 | 8.53 | 18.22 | 31.76 | 11.70 | 14.76 | 6.91 | 4.96 | 7.09 | 17.33 | 15.70 | 8.46 | 7.10 | 11.75 | 6.54 |
| Yield(%) | 0.00 | 5.60 | 3.20 | 2.63 | 4.02 | 5.36 | 3.08 | 4.12 | 5.40 | 1.57 | 1.20 | 1.86 | 1.11 | 1.15 | 10.06 | 5.50 | 2.33 | 13.36 | 8.13 | 7.27 | 0.00 | 2.81 | 2.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.45 | 1.87 | 1.98 | 2.35 | 5.37 | 11.01 | 4.67 | 9.63 | 9.12 |
Data as of 07/18/2025, AR inception is 04/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCAAX (ASSET ALLOCATION FUND ASSET ALLOCATION FUND) |
-17.17%
Feb 2006 - Feb 2009 |
-10.43%
Feb 2004 - Feb 2009 |
-4.07%
Feb 1999 - Feb 2009 |
1.28%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCAAX (ASSET ALLOCATION FUND ASSET ALLOCATION FUND) |
18.52%
Feb 2009 - Feb 2012 |
15.34%
Feb 2009 - Feb 2014 |
9.79%
Feb 2009 - Feb 2019 |
7.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart