VLSIX Mutual Fund

NAV$17.79

Returns Overview

1 Month
+0.40%
3 Months
+6.03%
6 Months
+2.78%
YTD
+3.20%
1 Year
+7.09%
3 Years (annualized)
+9.03%
5 Years (annualized)
+5.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLSIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.20%
Peer Avg (YTD)
+4.52%
vs Peers
-1.32%

VLSIX Mutual Fund Performance

VLSIX performance across multiple time periods: 1-month 0.40%, YTD 3.20%, 1-year 7.09%, 3-year 9.03%, 5-year 5.94%.

VLSIX returns trail the peer average of 4.52% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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