VKMSX Mutual Fund

VKMSX Mutual Fund

NAV$10.92
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Returns Overview

1 Month
-0.22%
3 Months
-0.91%
6 Months
-0.88%
YTD
+1.22%
1 Year
+6.22%
3 Years (annualized)
+3.70%
5 Years (annualized)
+0.16%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VKMSX 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 5+ Year Investment Grade Index(^SAPI5Y:SP)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+0.15%
vs Peers
+1.07%

VKMSX Mutual Fund Performance

VKMSX performance across multiple time periods: 1-month -0.22%, YTD 1.22%, 1-year 6.22%, 3-year 3.70%, 5-year 0.16%, 10-year 2.00%.

VKMSX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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