Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLCGX (LARGE CAPITAL GROWTH FUND LARGE CAPITAL GROWTH FUND) | 8.77% | 19.41% | 15.47% | 7.28% | 11.24% | 10.81% | 8.76% | … | … |
Data as of 06/05/2026, Common starting date is 12/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLCGX (LARGE CAPITAL GROWTH FUND LARGE CAPITAL GROWTH FUND) | 12/28/2004 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 19.41 | 15.47 | 7.28 | 11.24 | 10.81 | 8.76 | … | … | 8.77 | 9.38 | 16.33 | 23.73 | -27.74 | 13.89 | 13.09 | 39.96 | 0.72 | 28.54 | 6.15 | -0.01 | 11.45 | 31.56 | 12.44 | -6.12 | 15.49 | 30.48 | -40.13 | 15.10 | 7.00 | 5.05 | -0.29 |
| Sharpe Ratio | NA | 1.41 | 0.87 | 0.27 | 0.53 | NA | NA | … | … | 1.41 | 0.37 | 1.02 | 1.53 | -1.13 | 0.89 | 0.39 | 2.78 | -0.04 | 4.24 | 0.43 | 0.00 | 1.00 | 2.66 | 0.86 | -0.24 | 0.86 | 1.32 | -1.13 | 0.74 | 0.31 | 0.25 | -14.57 |
| Standard Deviation(%) | NA | 12.38 | 14.46 | 17.23 | 18.30 | NA | NA | … | … | 14.17 | 17.68 | 12.51 | 13.26 | 25.94 | 15.57 | 33.08 | 13.85 | 16.85 | 6.61 | 13.90 | 15.18 | 11.45 | 11.85 | 14.60 | 25.71 | 17.95 | 22.98 | 36.33 | 16.13 | 11.77 | 11.06 | 1.58 |
| Draw Down(%) | NA | 10.45 | 19.03 | 34.39 | 37.65 | NA | NA | … | … | 10.45 | 19.03 | 7.06 | 10.52 | 34.18 | 11.70 | 37.65 | 6.79 | 17.50 | 2.31 | 8.83 | 11.76 | 7.41 | 7.20 | 13.10 | 21.81 | 15.79 | 20.02 | 46.73 | 9.56 | 10.62 | 7.84 | 0.29 |
| Yield(%) | 0.00 | 10.37 | 14.24 | 8.84 | 9.73 | 9.93 | 8.51 | … | … | 9.43 | 21.08 | 6.70 | 10.24 | 0.16 | 0.00 | 0.69 | 8.09 | 5.49 | 4.19 | 5.54 | 17.92 | 7.95 | 0.00 | 9.34 | 0.28 | 0.44 | 0.90 | 0.21 | 0.24 | 0.00 | 0.19 | 0.01 |
Data as of 06/05/2026, Common starting date is 12/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLCGX (LARGE CAPITAL GROWTH FUND LARGE CAPITAL GROWTH FUND) |
-13.84%
Feb 2006 – Feb 2009 |
-1.95%
Oct 2007 – Oct 2012 |
4.83%
Jan 2006 – Jan 2016 |
5.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLCGX (LARGE CAPITAL GROWTH FUND LARGE CAPITAL GROWTH FUND) |
21.91%
Dec 2016 – Dec 2019 |
19.03%
Feb 2009 – Feb 2014 |
15.18%
Feb 2009 – Feb 2019 |
12.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart