Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLCCX (LARGE CAP CORE FUND LARGE CAP CORE FUND) | NA | -78.29% | -29.47% | -17.20% | -2.33% | -0.44% | NA | … | … |
Data as of 01/07/2022, Common starting date is 09/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLCCX (LARGE CAP CORE FUND LARGE CAP CORE FUND) | 09/07/2006 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -78.29 | -29.47 | -17.20 | -2.33 | -0.44 | NA | … | … | 0.00 | -77.96 | 22.09 | 32.58 | -8.74 | 21.44 | 8.61 | 3.05 | 13.27 | 36.04 | 18.67 | -1.04 | 16.74 | 36.76 | -32.06 | 7.81 | 7.75 |
| Sharpe Ratio | NA | -0.61 | -0.39 | -0.30 | -0.06 | NA | NA | … | … | NA | -0.61 | 0.64 | 2.46 | -0.60 | 3.02 | 0.62 | 0.19 | 1.12 | 3.13 | 1.42 | -0.04 | 0.90 | 1.30 | -0.86 | 0.28 | 2.87 |
| Standard Deviation(%) | NA | 127.94 | 76.69 | 60.04 | 43.49 | NA | NA | … | … | NA | 128.23 | 33.94 | 12.64 | 17.08 | 6.91 | 13.52 | 16.02 | 11.82 | 11.52 | 13.24 | 24.74 | 18.46 | 28.31 | 38.47 | 16.53 | 8.16 |
| Draw Down(%) | NA | 80.46 | 80.46 | 80.46 | 80.46 | NA | NA | … | … | NA | 80.46 | 32.48 | 7.05 | 20.03 | 2.24 | 10.42 | 12.48 | 8.21 | 5.58 | 10.61 | 22.64 | 17.68 | 26.17 | 42.32 | 9.13 | 2.06 |
| Yield(%) | 0.00 | 4.23 | 8.05 | 7.63 | 11.45 | 8.64 | 6.99 | … | … | 0.00 | 4.36 | 7.38 | 9.70 | 5.84 | 8.62 | 21.30 | 15.81 | 7.76 | 0.00 | 14.87 | 4.33 | 1.17 | 1.66 | 4.33 | 5.38 | 0.00 |
Data as of 01/07/2022, Common starting date is 09/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLCCX (LARGE CAP CORE FUND LARGE CAP CORE FUND) |
-32.72%
Sep 2018 – Sep 2021 |
-16.94%
Dec 2016 – Dec 2021 |
-3.12%
May 2011 – May 2021 |
-0.44%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLCCX (LARGE CAP CORE FUND LARGE CAP CORE FUND) |
27.53%
Feb 2009 – Feb 2012 |
24.85%
Feb 2009 – Feb 2014 |
16.82%
Feb 2009 – Feb 2019 |
-0.30%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart