VLISX Mutual Fund

VLISX Mutual Fund

NAV$732.99
See how much of VLISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.16%
3 Months
+4.00%
6 Months
+8.23%
YTD
+9.28%
1 Year
+18.64%
3 Years (annualized)
+19.29%
5 Years (annualized)
+12.30%
10 Years (annualized)
+15.00%

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
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
Morningstar US Large Cap Index (CAD)(^MLCP)
This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+9.41%
vs Peers
-0.14%

VLISX Mutual Fund Performance

VLISX performance across multiple time periods: 1-month -0.16%, YTD 9.28%, 1-year 18.64%, 3-year 19.29%, 5-year 12.30%, 10-year 15.00%.

VLISX returns trail the peer average of 9.41% 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.