VLTCX Mutual Fund

VLTCX Mutual Fund

NAV$18.50
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Returns Overview

1 Month
-4.47%
3 Months
-7.48%
6 Months
-5.35%
YTD
-6.03%
1 Year
-6.66%
3 Years (annualized)
+3.65%
5 Years (annualized)
-3.31%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLTCX 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
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📉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
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
-6.03%
Peer Avg (YTD)
+0.50%
vs Peers
-6.53%

VLTCX Mutual Fund Performance

VLTCX performance across multiple time periods: 1-month -4.47%, YTD -6.03%, 1-year -6.66%, 3-year 3.65%, 5-year -3.31%, 10-year 1.39%.

VLTCX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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