Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCULX (GROWTH FUND GROWTH FUND) | 7.11% | 13.28% | 10.89% | -1.58% | 5.39% | 8.86% | NA | 7.57% |
Data as of 07/11/2025, AR inception is 09/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCULX (GROWTH FUND GROWTH FUND) | 09/07/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 13.28 | 10.89 | -1.58 | 5.39 | 8.86 | NA | 7.57 | 7.11 | 32.74 | 4.53 | -50.71 | 4.55 | 28.61 | 31.75 | -2.75 | 30.29 | 5.13 | 3.09 | 10.74 | 31.10 | 14.92 | -0.62 | 18.24 | 35.35 | -39.11 | 21.04 | 6.77 |
| Sharpe Ratio | NA | 0.38 | 0.25 | -0.13 | 0.16 | NA | NA | 0.26 | 0.36 | 1.36 | 0.01 | -1.33 | 0.19 | 0.80 | 2.11 | -0.21 | 3.83 | 0.35 | 0.20 | 0.83 | 2.72 | 1.09 | -0.03 | 0.99 | 1.42 | -1.08 | 1.06 | 2.01 |
| Standard Deviation(%) | NA | 26.73 | 30.70 | 30.75 | 25.97 | NA | NA | 23.69 | 30.73 | 19.22 | 39.23 | 39.19 | 23.72 | 35.13 | 14.38 | 19.82 | 7.78 | 13.89 | 15.62 | 12.87 | 11.41 | 13.78 | 24.31 | 18.42 | 24.75 | 37.11 | 17.17 | 9.91 |
| Draw Down(%) | NA | 24.06 | 39.72 | 64.28 | 64.28 | NA | NA | 64.28 | 24.06 | 13.71 | 34.37 | 51.94 | 20.15 | 37.38 | 8.47 | 22.23 | 2.37 | 11.60 | 11.86 | 8.51 | 6.50 | 10.99 | 20.07 | 14.89 | 21.49 | 48.30 | 9.56 | 2.51 |
| Yield(%) | 0.00 | 3.21 | 1.32 | 0.57 | 3.91 | 6.54 | 5.11 | 5.68 | 3.03 | 0.10 | 0.00 | 0.00 | 0.13 | 0.36 | 9.21 | 4.25 | 7.99 | 15.85 | 11.96 | 0.85 | 0.00 | 0.80 | 0.73 | 0.71 | 1.01 | 0.02 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 09/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCULX (GROWTH FUND GROWTH FUND) |
-19.49%
Sep 2020 - Sep 2023 |
-7.79%
Sep 2018 - Sep 2023 |
2.34%
Oct 2013 - Oct 2023 |
3.72%
Apr 2008 - Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCULX (GROWTH FUND GROWTH FUND) |
26.62%
Feb 2009 - Feb 2012 |
22.66%
Feb 2009 - Feb 2014 |
16.69%
Feb 2009 - Feb 2019 |
11.11%
Oct 2006 - Oct 2021 |
Annualized Rolling Returns Comparison Chart