VLAIX Mutual Fund

NAV$33.74

Returns Overview

1 Month
+1.05%
3 Months
+0.90%
6 Months
-4.93%
YTD
-3.43%
1 Year
-11.22%
3 Years (annualized)
+1.00%
5 Years (annualized)
+0.89%
10 Years (annualized)
+6.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLAIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.43%
Peer Avg (YTD)
+6.73%
vs Peers
-10.16%

VLAIX Mutual Fund Performance

VLAIX performance across multiple time periods: 1-month 1.05%, YTD -3.43%, 1-year -11.22%, 3-year 1.00%, 5-year 0.89%, 10-year 6.77%.

VLAIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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