VKLMX Mutual Fund

VKLMX Mutual Fund

NAV$10.31
See how much of VKLMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.31%
3 Months
-0.22%
6 Months
+0.01%
YTD
+0.79%
1 Year
+5.09%
3 Years (annualized)
+3.56%
5 Years (annualized)
+0.70%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKLMX 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
Lipper Intermediate Municipal Debt Funds Index(^LINTMUDFI)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+0.23%
vs Peers
+0.56%

VKLMX Mutual Fund Performance

VKLMX performance across multiple time periods: 1-month -1.31%, YTD 0.79%, 1-year 5.09%, 3-year 3.56%, 5-year 0.70%, 10-year 1.86%.

VKLMX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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