VLIFX Mutual Fund

NAV$34.09

Returns Overview

1 Month
+3.68%
3 Months
+7.97%
6 Months
+1.50%
YTD
+1.71%
1 Year
-1.03%
3 Years (annualized)
+6.26%
5 Years (annualized)
+6.20%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLIFX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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)
+1.71%
Peer Avg (YTD)
+10.82%
vs Peers
-9.10%

VLIFX Mutual Fund Performance

VLIFX performance across multiple time periods: 1-month 3.68%, YTD 1.71%, 1-year -1.03%, 3-year 6.26%, 5-year 6.20%, 10-year 11.84%.

VLIFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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