Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCCEX (CORE EQUITY FUND CORE EQUITY FUND) | NA | -23.28% | 5.45% | 5.81% | 9.54% | 5.71% | 5.25% | 5.62% |
Data as of 01/07/2022, AR inception is 12/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCCEX (CORE EQUITY FUND CORE EQUITY FUND) | 12/28/1995 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | -23.28 | 5.45 | 5.81 | 9.54 | 5.71 | 5.25 | 5.62 | 0.00 | -21.49 | 17.99 | 28.54 | -6.76 | 21.03 | 12.71 | -1.85 | 11.52 | 34.87 | 14.20 | -0.48 | 12.82 | 22.53 | -36.66 | 2.97 | 10.99 | 3.96 | 8.05 | 26.79 | -22.12 | -15.28 | -6.29 | 7.39 | 18.14 | 21.01 | 20.69 | 0.00 |
| Sharpe Ratio | NA | -0.61 | 0.15 | 0.19 | 0.43 | NA | NA | 0.20 | NA | -0.65 | 0.44 | 2.14 | -0.48 | 2.58 | 0.82 | -0.12 | 0.92 | 2.91 | 1.03 | -0.02 | 0.65 | 0.85 | -0.93 | 0.00 | 0.77 | 0.19 | 0.66 | 1.61 | -0.90 | -0.84 | -0.49 | 0.24 | 0.64 | 1.17 | 1.39 | NA |
| Standard Deviation(%) | NA | 38.39 | 32.79 | 26.82 | 21.37 | NA | NA | 21.02 | NA | 47.82 | 39.98 | 12.66 | 17.02 | 7.96 | 15.09 | 15.99 | 12.49 | 11.96 | 13.80 | 24.93 | 19.48 | 26.50 | 40.37 | 15.95 | 9.99 | 9.58 | 10.78 | 16.16 | 25.94 | 21.28 | 21.13 | 17.10 | 23.18 | 14.86 | 12.25 | 0.00 |
| Draw Down(%) | NA | 31.37 | 34.08 | 34.08 | 34.08 | NA | NA | 54.72 | NA | 31.37 | 34.08 | 7.14 | 21.50 | 4.16 | 13.48 | 12.81 | 9.37 | 6.10 | 13.00 | 23.47 | 17.96 | 26.58 | 48.90 | 11.37 | 8.66 | 5.87 | 7.36 | 13.74 | 34.33 | 30.04 | 16.52 | 20.81 | 35.12 | 11.24 | 10.75 | 0.00 |
| Yield(%) | 0.00 | 8.50 | 11.64 | 9.76 | 9.37 | 5.76 | 5.21 | 6.19 | 0.00 | 8.81 | 9.35 | 14.63 | 8.40 | 4.50 | 1.10 | 0.92 | 1.18 | 0.00 | 1.69 | 1.15 | 1.32 | 2.17 | 0.86 | 1.01 | 0.00 | 1.05 | 1.23 | 1.10 | 0.74 | 0.40 | 31.87 | 4.45 | 5.03 | 2.00 | 2.86 | 1.57 |
Data as of 01/07/2022, AR inception is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCCEX (CORE EQUITY FUND CORE EQUITY FUND) |
-17.43%
Mar 2000 - Mar 2003 |
-8.37%
Mar 1998 - Mar 2003 |
-5.32%
Feb 1999 - Feb 2009 |
1.22%
Mar 1998 - Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCCEX (CORE EQUITY FUND CORE EQUITY FUND) |
22.71%
Feb 2009 - Feb 2012 |
20.99%
Feb 2009 - Feb 2014 |
14.73%
Feb 2009 - Feb 2019 |
8.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart