VKLSX Mutual Fund

VKLSX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
-0.05%
3 Months
-0.72%
6 Months
-1.06%
YTD
+0.92%
1 Year
+4.61%
3 Years (annualized)
+4.12%
5 Years (annualized)
+1.06%
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
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)
+0.92%
Peer Avg (YTD)
+0.15%
vs Peers
+0.77%

VKLSX Mutual Fund Performance

VKLSX performance across multiple time periods: 1-month -0.05%, YTD 0.92%, 1-year 4.61%, 3-year 4.12%, 5-year 1.06%, 10-year 2.14%.

VKLSX returns outperform the peer average of 0.15% 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.