VKLCX Mutual Fund

VKLCX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
-3.75%
3 Months
-5.21%
6 Months
-3.40%
YTD
-3.64%
1 Year
-2.32%
3 Years (annualized)
+3.01%
10 Years (annualized)
+1.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKLCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond 2-17 Year Investment Grade Index(^SAPI17Y:SP)
This Mutual Fund (YTD)
-3.64%
Peer Avg (YTD)
-3.84%
vs Peers
+0.20%

VKLCX Mutual Fund Performance

VKLCX performance across multiple time periods: 1-month -3.75%, YTD -3.64%, 1-year -2.32%, 3-year 3.01%, 10-year 1.07%.

VKLCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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