VKLMX Mutual Fund

VKLMX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-0.07%
3 Months
-0.80%
6 Months
-1.21%
YTD
+0.71%
1 Year
+4.29%
3 Years (annualized)
+3.81%
5 Years (annualized)
+0.76%
10 Years (annualized)
+1.83%

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
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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)
+0.71%
Peer Avg (YTD)
+0.15%
vs Peers
+0.56%

VKLMX Mutual Fund Performance

VKLMX performance across multiple time periods: 1-month -0.07%, YTD 0.71%, 1-year 4.29%, 3-year 3.81%, 5-year 0.76%, 10-year 1.83%.

VKLMX returns outperform the peer average of 0.15% 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.