VLISX Mutual Fund

VLISX Mutual Fund

NAV$745.77
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Returns Overview

1 Month
-0.48%
3 Months
+2.19%
6 Months
+18.02%
YTD
+12.17%
1 Year
+15.16%
3 Years (annualized)
+21.22%
5 Years (annualized)
+12.35%
10 Years (annualized)
+15.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLISX 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
Morningstar US Large Cap Index (CAD)(^MLCP)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+9.98%
vs Peers
+2.19%

VLISX Mutual Fund Performance

VLISX performance across multiple time periods: 1-month -0.48%, YTD 12.17%, 1-year 15.16%, 3-year 21.22%, 5-year 12.35%, 10-year 15.35%.

VLISX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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