VLIFX Mutual Fund

VLIFX Mutual Fund

NAV$32.82
See how much of VLIFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.47%
3 Months
-5.64%
6 Months
-5.47%
YTD
-5.59%
1 Year
-5.99%
3 Years (annualized)
+6.39%
5 Years (annualized)
+3.38%
10 Years (annualized)
+11.03%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
-5.59%
Peer Avg (YTD)
+8.01%
vs Peers
-13.59%

VLIFX Mutual Fund Performance

VLIFX performance across multiple time periods: 1-month 0.47%, YTD -5.59%, 1-year -5.99%, 3-year 6.39%, 5-year 3.38%, 10-year 11.03%.

VLIFX returns trail the peer average of 8.01% 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.