| VBCVX | |
|---|---|
| Total return | +171.66% |
| Annualised (CAGR) | +10.51% |
| Volatility (annualised) | +16.10% |
| Sharpe (rf = 0) | 0.65 |
| Deepest drawdown | -40.45% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-23 |
| Dividend yield (12m distributions) | 7.69% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +171.66% in total (+10.51% a year), with a deepest drawdown of -40.45% from 2018-01-26 to 2020-03-23. Its worst calendar year was 2018 (-16.94%), its best 2021 (+30.93%).
| Year | VBCVX |
|---|---|
| 2026 | +20.37% |
| 2025 | +10.37% |
| 2024 | +16.74% |
| 2023 | +11.19% |
| 2022 | -6.66% |
| 2021 | +30.93% |
| 2020 | -2.90% |
| 2019 | +23.78% |
| 2018 | -16.94% |
| 2017 | +18.14% |
| 2016 | +9.30% |
+171.66% in total, which works out to +10.51% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -16.94% (net of fees, dividends reinvested). Its best year was 2021 (+30.93%).
-40.45%, from a peak on 2018-01-26 to a trough on 2020-03-23. From that trough it took 347 days (about 11.4 months) to climb back to the earlier peak.
Over the last 12 months it distributed 7.69% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say VBCVX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -40.45% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.