VLSRX Mutual Fund

VLSRX Mutual Fund

NAV$17.81
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Returns Overview

1 Month
+0.40%
3 Months
+6.09%
6 Months
+2.83%
YTD
+3.31%
1 Year
+7.18%
3 Years (annualized)
+9.10%
5 Years (annualized)
+6.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLSRX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.31%
Peer Avg (YTD)
+4.52%
vs Peers
-1.20%

VLSRX Mutual Fund Performance

VLSRX performance across multiple time periods: 1-month 0.40%, YTD 3.31%, 1-year 7.18%, 3-year 9.10%, 5-year 6.02%.

VLSRX returns trail the peer average of 4.52% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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