VLTCX Mutual Fund

NAV$19.44

Returns Overview

1 Month
+0.32%
3 Months
+2.30%
6 Months
+1.37%
YTD
+1.57%
1 Year
+4.76%
3 Years (annualized)
+4.04%
5 Years (annualized)
-2.33%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VLTCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+3.23%
vs Peers
-1.66%

VLTCX Mutual Fund Performance

VLTCX performance across multiple time periods: 1-month 0.32%, YTD 1.57%, 1-year 4.76%, 3-year 4.04%, 5-year -2.33%, 10-year 2.06%.

VLTCX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

VLTCX performance comparison shows side-by-side returns with another fund. VLTCX alternatives are available in the Mutual Fund Screener.