VLIFX Mutual Fund

VLIFX Mutual Fund

NAV$32.07
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Returns Overview

1 Month
-5.05%
3 Months
-7.61%
6 Months
-0.25%
YTD
-6.03%
1 Year
-8.67%
3 Years (annualized)
+5.15%
5 Years (annualized)
+4.40%
10 Years (annualized)
+11.27%

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
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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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
-6.03%
Peer Avg (YTD)
+6.72%
vs Peers
-12.75%

VLIFX Mutual Fund Performance

VLIFX performance across multiple time periods: 1-month -5.05%, YTD -6.03%, 1-year -8.67%, 3-year 5.15%, 5-year 4.40%, 10-year 11.27%.

VLIFX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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