VLAIX Mutual Fund

VLAIX Mutual Fund

NAV$33.25
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Returns Overview

1 Month
-4.20%
3 Months
-2.86%
6 Months
-1.33%
YTD
-6.55%
1 Year
-10.78%
3 Years (annualized)
+3.88%
5 Years (annualized)
+1.84%
10 Years (annualized)
+7.34%

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
PROUpgrade to run
📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.55%
Peer Avg (YTD)
+6.10%
vs Peers
-12.65%

VLAIX Mutual Fund Performance

VLAIX performance across multiple time periods: 1-month -4.20%, YTD -6.55%, 1-year -10.78%, 3-year 3.88%, 5-year 1.84%, 10-year 7.34%.

VLAIX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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