Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCCCX (CAPITAL CONSERVATION FUND CAPITAL CONSERVATION FUND) | NA | -4.70% | 3.79% | 2.70% | 2.57% | 3.38% | 3.54% | … | … |
Data as of 01/07/2022, Common starting date is 12/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCCCX (CAPITAL CONSERVATION FUND CAPITAL CONSERVATION FUND) | 12/28/1995 | 01/07/2022 |
| 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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.70 | 3.79 | 2.70 | 2.57 | 3.38 | 3.54 | … | … | 0.00 | -5.49 | 8.18 | 9.58 | -1.10 | 3.51 | 2.27 | 0.20 | 5.99 | -2.37 | 6.06 | 6.83 | 7.84 | 11.01 | -3.00 | 3.34 | 2.95 | 1.77 | 3.45 | 2.93 | 8.94 | 7.79 | 9.20 | -0.42 | 7.37 | 8.57 | 2.08 | 0.00 |
| Sharpe Ratio | NA | -1.25 | 0.82 | 0.56 | 0.64 | NA | NA | … | … | NA | -1.44 | 1.66 | 2.54 | -0.83 | 1.02 | 0.66 | 0.04 | 2.22 | -0.67 | 2.21 | 1.66 | 1.88 | 2.23 | -0.70 | 0.04 | -0.10 | -0.14 | 0.66 | 0.47 | 1.96 | 1.26 | 1.34 | -0.77 | 0.74 | 1.14 | -0.23 | NA |
| Standard Deviation(%) | NA | 3.79 | 3.98 | 3.59 | 3.40 | NA | NA | … | … | NA | 3.82 | 4.76 | 3.22 | 2.90 | 2.85 | 3.12 | 3.74 | 2.69 | 3.58 | 2.74 | 4.10 | 4.13 | 4.90 | 5.56 | 8.94 | 3.13 | 2.80 | 3.82 | 4.76 | 4.00 | 4.40 | 3.81 | 4.72 | 5.44 | 4.40 | 6.01 | 0.00 |
| Draw Down(%) | NA | 5.05 | 6.71 | 6.71 | 6.71 | NA | NA | … | … | NA | 5.49 | 6.71 | 1.84 | 3.46 | 1.54 | 4.41 | 2.79 | 1.11 | 5.47 | 1.26 | 2.09 | 3.62 | 2.56 | 8.28 | 6.34 | 2.30 | 2.68 | 4.32 | 5.22 | 2.15 | 3.98 | 3.99 | 4.00 | 3.69 | 2.75 | 5.74 | 0.00 |
| Yield(%) | 0.00 | 5.73 | 4.04 | 3.28 | 2.76 | 3.44 | 3.49 | … | … | 0.00 | 5.69 | 3.10 | 2.44 | 2.20 | 2.42 | 2.15 | 1.90 | 4.37 | 0.00 | 2.38 | 3.31 | 3.38 | 5.19 | 7.63 | 5.88 | 0.00 | 4.21 | 3.60 | 3.24 | 4.69 | 5.76 | 6.75 | 6.19 | 6.39 | 6.51 | 6.30 | 0.52 |
Data as of 01/07/2022, Common starting date is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCCCX (CAPITAL CONSERVATION FUND CAPITAL CONSERVATION FUND) |
-0.02%
Oct 2005 – Oct 2008 |
0.80%
Oct 2003 – Oct 2008 |
2.58%
Dec 2011 – Dec 2021 |
3.02%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCCCX (CAPITAL CONSERVATION FUND CAPITAL CONSERVATION FUND) |
10.23%
May 2000 – May 2003 |
7.52%
Aug 1996 – Aug 2001 |
5.69%
Aug 1996 – Aug 2006 |
5.40%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart