VLISX Mutual Fund

VLISX Mutual Fund

NAV$718.12
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Returns Overview

1 Month
-1.03%
3 Months
+1.56%
6 Months
+5.93%
YTD
+11.30%
1 Year
+11.62%
3 Years (annualized)
+23.55%
5 Years (annualized)
+11.61%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLISX 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
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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
Morningstar US Large Cap Index (CAD)(^MLCP)
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+9.28%
vs Peers
+2.03%

VLISX Mutual Fund Performance

VLISX performance across multiple time periods: 1-month -1.03%, YTD 11.30%, 1-year 11.62%, 3-year 23.55%, 5-year 11.61%, 10-year 15.41%.

VLISX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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