VLIFX Mutual Fund

VLIFX Mutual Fund

NAV$34.64
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Returns Overview

1 Month
-1.63%
3 Months
+0.18%
6 Months
-1.40%
YTD
+0.06%
1 Year
-1.78%
3 Years (annualized)
+5.51%
5 Years (annualized)
+5.16%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLIFX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.06%
Peer Avg (YTD)
+9.54%
vs Peers
-9.48%

VLIFX Mutual Fund Performance

VLIFX performance across multiple time periods: 1-month -1.63%, YTD 0.06%, 1-year -1.78%, 3-year 5.51%, 5-year 5.16%, 10-year 11.49%.

VLIFX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

VLIFX vs another fund shows side-by-side returns. VLIFX alternatives are available in the Mutual Fund Screener.