VLAAX Mutual Fund

NAV$34.07

Returns Overview

1 Month
+0.36%
3 Months
+1.48%
6 Months
-4.75%
YTD
-3.96%
1 Year
-11.47%
3 Years (annualized)
+0.72%
5 Years (annualized)
+0.63%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLAAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.96%
Peer Avg (YTD)
+6.73%
vs Peers
-10.68%

VLAAX Mutual Fund Performance

VLAAX performance across multiple time periods: 1-month 0.36%, YTD -3.96%, 1-year -11.47%, 3-year 0.72%, 5-year 0.63%, 10-year 6.22%.

VLAAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

VLAAX performance comparison shows side-by-side returns with another fund. VLAAX alternatives are available in the Mutual Fund Screener.