VALIC Company Moderate Allocation Lifestyle Fund (VLSMX)

16.30 -0.02 (-0.12%) USD  |  Jan 16 2026
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VLSMX Historical Sortino (Since Inception)

Historical Sortino (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (Since Inception) Range, Past 5 Years

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Median

Historical Sortino (Since Inception) Benchmarks

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JNL/WMC Balanced Fund A Upgrade
Thrivent Moderate Allocation Fund S Upgrade
Fidelity Balanced Fund Upgrade
State Farm Balanced Fund Upgrade
JNL/American Funds Balanced Fund A Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade