Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCGAX (GROWTH & INCOME FUND GROWTH & INCOME FUND) | 6.99% | 21.60% | 19.50% | 10.99% | 11.71% | 11.46% | 8.70% | … | … |
Data as of 06/04/2026, Common starting date is 03/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCGAX (GROWTH & INCOME FUND GROWTH & INCOME FUND) | 03/26/1997 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -0.11 | 21.60 | 19.50 | 10.99 | 11.71 | 11.46 | 8.70 | … | … | 6.99 | 14.68 | 23.14 | 23.94 | -19.12 | 14.36 | 9.52 | 30.50 | -5.77 | 21.09 | 11.38 | -0.09 | 14.13 | 32.66 | 13.36 | -4.35 | 12.27 | 21.64 | -36.91 | 7.06 | 14.61 | 1.46 | 10.72 | 22.66 | -21.52 | -10.17 | -10.76 | 22.84 | 14.56 | 20.93 |
| Sharpe Ratio | NA | 1.68 | 1.15 | 0.51 | 0.54 | NA | NA | … | … | 1.16 | 0.65 | 1.54 | 1.56 | -0.86 | 0.88 | 0.26 | 2.24 | -0.41 | 2.96 | 0.81 | -0.01 | 1.20 | 2.83 | 1.01 | -0.18 | 0.68 | 0.84 | -0.96 | 0.24 | 1.18 | -0.08 | 0.88 | 1.30 | -0.97 | -0.63 | -0.69 | 1.02 | 0.46 | 1.29 |
| Standard Deviation(%) | NA | 11.86 | 14.61 | 16.77 | 18.63 | NA | NA | … | … | 13.31 | 18.22 | 12.66 | 13.15 | 24.07 | 16.37 | 35.79 | 12.96 | 17.60 | 6.93 | 13.86 | 15.93 | 11.79 | 11.53 | 13.29 | 24.47 | 17.99 | 25.57 | 39.26 | 16.66 | 9.49 | 9.63 | 11.10 | 16.82 | 23.47 | 20.34 | 21.84 | 19.09 | 23.96 | 18.82 |
| Draw Down(%) | NA | 9.55 | 18.61 | 25.28 | 42.10 | NA | NA | … | … | 9.55 | 18.61 | 8.22 | 10.04 | 25.18 | 11.32 | 42.10 | 7.01 | 19.84 | 2.63 | 11.40 | 12.43 | 7.70 | 5.77 | 11.61 | 22.04 | 16.50 | 27.39 | 47.24 | 9.82 | 6.82 | 6.73 | 8.10 | 12.19 | 29.72 | 26.74 | 17.04 | 11.64 | 29.91 | 12.51 |
| Yield(%) | 0.00 | 7.21 | 6.00 | 4.42 | 5.77 | 6.73 | 5.12 | … | … | 6.34 | 4.56 | 2.06 | 5.69 | 0.19 | 0.67 | 1.00 | 12.08 | 4.31 | 4.39 | 5.93 | 0.95 | 0.77 | 0.00 | 1.02 | 0.78 | 1.29 | 2.57 | 7.61 | 6.10 | 0.00 | 1.18 | 1.01 | 0.70 | 0.61 | 2.05 | 18.12 | 12.83 | 8.58 | 1.82 |
Data as of 06/04/2026, Common starting date is 03/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCGAX (GROWTH & INCOME FUND GROWTH & INCOME FUND) |
-15.53%
Mar 2000 – Mar 2003 |
-7.14%
Feb 2004 – Feb 2009 |
-4.19%
Feb 1999 – Feb 2009 |
1.95%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCGAX (GROWTH & INCOME FUND GROWTH & INCOME FUND) |
22.65%
Sep 2022 – Sep 2025 |
19.49%
Feb 2009 – Feb 2014 |
14.52%
Feb 2009 – Feb 2019 |
12.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart