VKLIX Mutual Fund

VKLIX Mutual Fund

NAV$10.37
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Returns Overview

1 Month
+0.62%
3 Months
+2.16%
6 Months
+2.26%
YTD
+2.26%
1 Year
+6.55%
3 Years (annualized)
+4.34%
5 Years (annualized)
+1.36%
10 Years (annualized)
+2.24%

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
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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
Lipper Intermediate Municipal Debt Funds Index(^LINTMUDFI)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+1.79%
vs Peers
+0.47%

VKLIX Mutual Fund Performance

VKLIX performance across multiple time periods: 1-month 0.62%, YTD 2.26%, 1-year 6.55%, 3-year 4.34%, 5-year 1.36%, 10-year 2.24%.

VKLIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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