VLISX Mutual Fund

NAV$735.53

Returns Overview

1 Month
-1.19%
3 Months
+15.15%
6 Months
+9.65%
YTD
+9.44%
1 Year
+21.59%
3 Years (annualized)
+20.68%
5 Years (annualized)
+12.85%
10 Years (annualized)
+15.46%

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

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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
CRSP US Large Cap Index(CRSPLC1)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+9.51%
vs Peers
-0.06%

VLISX Mutual Fund Performance

VLISX performance across multiple time periods: 1-month -1.19%, YTD 9.44%, 1-year 21.59%, 3-year 20.68%, 5-year 12.85%, 10-year 15.46%.

VLISX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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