VKLIX Mutual Fund

VKLIX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
-1.29%
3 Months
-0.16%
6 Months
+0.13%
YTD
+0.93%
1 Year
+5.35%
3 Years (annualized)
+3.82%
5 Years (annualized)
+0.96%
10 Years (annualized)
+2.11%

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)
+0.93%
Peer Avg (YTD)
+0.23%
vs Peers
+0.70%

VKLIX Mutual Fund Performance

VKLIX performance across multiple time periods: 1-month -1.29%, YTD 0.93%, 1-year 5.35%, 3-year 3.82%, 5-year 0.96%, 10-year 2.11%.

VKLIX returns outperform the peer average of 0.23% 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.