C000048783 Performance — VIP Freedom Lifetime Income I Portfolio
Data updated: 2026-08-24
C000048783 returned +4.63% year to date and +8.55% over one year to Jun 2026. Annualised returns are +7.41% over 3 years and +2.82% over 5 years. The fund trailed its US Multi-Cap Blend category average: $100 invested three years ago grew to $124, against $143 for the category, and to $109 over one year, against $116. Volatility over the past three years was 5.49% a year. In the 12 months to Jun 2026 the fund lost a net $635K, and assets reached $8.00M.
C000048783 Growth of $100
What $100 invested in VIP Freedom Lifetime Income I Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | C000048783 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $109 | $116 |
| 3 years (Jul 2023 – Jun 2026) | $124 | $143 |
| 5 years (Jul 2021 – Jun 2026) | $115 | $136 |
| Since data start (Jul 2019 – Jun 2026) | $134 | $173 |
C000048783 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.63% |
| 1 year | +8.55% |
| 3 years (annualised) | +7.41% |
| 5 years (annualised) | +2.82% |
C000048783 Annual Returns
Calendar-year total returns of VIP Freedom Lifetime Income I Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +4.63% |
| 2025 | +9.70% |
| 2024 | +4.28% |
| 2023 | +7.89% |
| 2022 | −12.02% |
| 2021 | +3.27% |
| 2020 | +10.43% |
| 2019 (Jul–Dec) | +3.72% |
C000048783 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.3% | +1.6% | −2.9% | +2.9% | +1.3% | +0.4% | — | — | — | — | — | — |
| 2025 | +1.5% | +1.4% | −0.4% | +0.5% | +0.9% | +1.8% | +0.2% | +1.1% | +1.3% | +0.8% | +0.2% | +0.1% |
| 2024 | −0.1% | +0.3% | +1.4% | −1.9% | +2.0% | +1.0% | +1.7% | +1.4% | +1.5% | −2.1% | +0.9% | −1.7% |
| 2023 | +3.5% | −2.0% | +2.2% | +0.6% | −1.0% | +0.9% | +0.7% | −1.1% | −2.4% | −1.4% | +4.5% | +3.3% |
| 2022 | −2.0% | −1.4% | −1.7% | −3.5% | +0.1% | −3.0% | +2.9% | −2.3% | −5.2% | +0.4% | +4.4% | −1.1% |
| 2021 | −0.1% | −0.4% | −0.2% | +1.3% | +0.8% | +0.8% | +0.7% | +0.5% | −1.5% | +1.2% | −0.3% | +0.7% |
| 2020 | +0.8% | −0.4% | −3.6% | +3.1% | +1.4% | +1.5% | +2.7% | +0.7% | −0.7% | −0.3% | +3.2% | +1.7% |
| 2019 | — | — | — | — | — | — | +0.2% | +1.2% | 0.0% | +0.7% | +0.5% | +1.0% |
C000048783 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 5.49%
- 3-year Sharpe ratio: 0.53 (vs 4.5% risk-free rate)
- Best month: +4.50% (Nov 2023)
- Worst month: −2.90% (Mar 2026)
C000048783 Fund Flows
Monthly money in and out of VIP Freedom Lifetime Income I Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$635K
- 12-month gross sales (incl. reinvestments): $377K
- Sales ÷ redemptions: 0.37×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $0 | $74K | −$74K |
| May 2026 | $0 | $65K | −$65K |
| Apr 2026 | $0 | $69K | −$69K |
| Mar 2026 | $0 | $73K | −$73K |
| Feb 2026 | $117K | $65K | $52K |
| Jan 2026 | $0 | $73K | −$73K |
| Dec 2025 | $247K | $72K | $174K |
| Nov 2025 | $0 | $64K | −$64K |
| Oct 2025 | $14K | $113K | −$99K |
| Sep 2025 | $0 | $72K | −$72K |
| Aug 2025 | $0 | $64K | −$64K |
| Jul 2025 | $0 | $207K | −$207K |
C000048783 Assets Under Management
Net assets of VIP Freedom Lifetime Income I Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $8.00M |
| 2026-03-31 | $7.84M |
| 2025-12-31 | $8.05M |
| 2025-09-30 | $8.20M |
| 2025-06-30 | $8.33M |
| 2025-03-31 | $8.33M |
| 2024-12-31 | $8.40M |
| 2024-09-30 | $8.93M |
| 2024-06-30 | $8.73M |
| 2024-03-31 | $8.90M |
| 2023-12-31 | $8.97M |
| 2023-09-30 | $8.57M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.