Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCGAX (GROWTH & INCOME FUND GROWTH & INCOME FUND) | 5.12% | 11.69% | 15.17% | 11.53% | 9.56% | 11.24% | 7.76% | 6.93% |
Data as of 07/11/2025, AR inception is 03/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCGAX (GROWTH & INCOME FUND GROWTH & INCOME FUND) | 03/26/1997 | 07/11/2025 |
| 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 (%) | -0.03 | 11.69 | 15.17 | 11.53 | 9.56 | 11.24 | 7.76 | 6.93 | 5.12 | 22.02 | 18.43 | -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 | 0.54 | 0.72 | 0.54 | 0.44 | NA | NA | 0.27 | 0.39 | 1.22 | 0.99 | -0.85 | 0.88 | 0.26 | 2.24 | -0.40 | 2.97 | 0.81 | -0.01 | 1.20 | 2.83 | 1.01 | -0.18 | 0.68 | 0.84 | -0.96 | 0.25 | 1.20 | -0.07 | 0.88 | 1.31 | -0.96 | -0.62 | -0.68 | 1.03 | 0.47 | 1.30 |
| Standard Deviation(%) | NA | 19.40 | 17.29 | 18.01 | 19.13 | NA | NA | 19.57 | 23.37 | 12.62 | 14.41 | 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 | 18.61 | 18.61 | 25.28 | 42.10 | NA | NA | 55.70 | 18.61 | 8.22 | 12.64 | 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 | 4.83 | 2.93 | 2.19 | 4.13 | 5.65 | 3.98 | 4.59 | 4.56 | 1.10 | 1.02 | 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 07/11/2025, AR inception 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) |
21.58%
Sep 2011 - Sep 2014 |
19.49%
Feb 2009 - Feb 2014 |
14.52%
Feb 2009 - Feb 2019 |
12.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart