VKLSX Mutual Fund

VKLSX Mutual Fund

NAV$10.30
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Returns Overview

1 Month
-1.29%
3 Months
-0.15%
6 Months
+0.16%
YTD
+0.97%
1 Year
+5.41%
3 Years (annualized)
+3.87%
5 Years (annualized)
+1.01%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKLSX 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
Lipper Intermediate Municipal Debt Funds Index(^LINTMUDFI)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+0.23%
vs Peers
+0.74%

VKLSX Mutual Fund Performance

VKLSX performance across multiple time periods: 1-month -1.29%, YTD 0.97%, 1-year 5.41%, 3-year 3.87%, 5-year 1.01%, 10-year 2.14%.

VKLSX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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