Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCNIX (NASDAQ-100 INDEX FUND NASDAQ-100 INDEX FUND) | -23.36% | -10.77% | 3.75% | 4.53% | 9.97% | 13.12% | 10.90% | 6.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCNIX (NASDAQ-100 INDEX FUND NASDAQ-100 INDEX FUND) | 12/26/2000 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 12/26/2000.
AR inception is since 12/26/2000.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.51 | -10.77 | 3.75 | 4.53 | 9.97 | 13.12 | 10.90 | 6.70 | -23.36 | 20.48 | 34.59 | -39.19 | 16.47 | 43.97 | 38.66 | -0.62 | 32.30 | 6.77 | 9.19 | 18.69 | 36.23 | 17.95 | 2.95 | 19.72 | 53.53 | -42.67 | 18.60 | 6.58 | 1.25 | 10.05 | 49.28 | -38.26 | -32.48 | -2.90 |
| Sharpe Ratio | NA | -0.38 | -0.09 | 0.11 | 0.33 | NA | NA | 0.20 | -1.05 | 0.76 | 1.30 | -1.23 | 0.80 | 1.20 | 2.28 | -0.09 | 3.08 | 0.41 | 0.51 | 1.33 | 2.91 | 1.17 | 0.12 | 1.01 | 2.02 | -1.03 | 0.83 | 0.21 | -0.07 | 0.49 | 1.91 | -0.92 | -0.64 | -1.66 |
| Standard Deviation(%) | NA | 34.70 | 29.26 | 27.42 | 24.67 | NA | NA | 26.32 | 53.83 | 18.36 | 23.62 | 32.98 | 20.65 | 36.21 | 16.36 | 22.85 | 10.31 | 16.16 | 17.88 | 14.08 | 12.46 | 15.45 | 23.78 | 19.46 | 26.51 | 42.31 | 18.86 | 15.83 | 13.88 | 18.44 | 25.48 | 42.74 | 55.21 | 57.63 |
| Draw Down(%) | NA | 37.53 | 37.53 | 43.52 | 43.52 | NA | NA | 70.68 | 37.53 | 13.63 | 19.42 | 41.32 | 15.22 | 29.95 | 10.97 | 22.90 | 4.95 | 13.96 | 14.03 | 8.25 | 5.92 | 11.66 | 16.19 | 15.95 | 18.79 | 50.17 | 11.47 | 17.45 | 13.30 | 16.28 | 13.03 | 52.42 | 58.74 | 4.88 |
| Yield(%) | 0.00 | 0.00 | 0.25 | 0.32 | 2.46 | 5.01 | 4.69 | 2.34 | 0.00 | 0.37 | 0.35 | 0.19 | 0.33 | 0.81 | 2.12 | 4.95 | 5.67 | 4.81 | 2.07 | 1.33 | 0.00 | 3.29 | 12.66 | 0.27 | 0.32 | 0.21 | 0.08 | 0.00 | 0.13 | 0.58 | 0.00 | 0.00 | 0.13 | 0.03 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCNIX (NASDAQ-100 INDEX FUND NASDAQ-100 INDEX FUND) |
-17.04%
Jan 2001 - Jan 2004 |
-8.25%
Jan 2001 - Jan 2006 |
-1.53%
Jan 2001 - Jan 2011 |
3.46%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCNIX (NASDAQ-100 INDEX FUND NASDAQ-100 INDEX FUND) |
33.53%
Feb 2009 - Feb 2012 |
27.82%
Feb 2009 - Feb 2014 |
21.65%
Aug 2010 - Aug 2020 |
18.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart