VKLIX Mutual Fund

VKLIX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
-3.75%
3 Months
-5.05%
6 Months
-3.00%
YTD
-2.91%
1 Year
-1.42%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.99%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKLIX 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)
-2.91%
Peer Avg (YTD)
-3.84%
vs Peers
+0.93%

VKLIX Mutual Fund Performance

VKLIX performance across multiple time periods: 1-month -3.75%, YTD -2.91%, 1-year -1.42%, 3-year 4.04%, 5-year 0.99%, 10-year 2.08%.

VKLIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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