VLTCX Mutual Fund

VLTCX Mutual Fund

NAV$19.00
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Returns Overview

1 Month
+3.51%
3 Months
-0.28%
6 Months
-2.45%
YTD
-2.74%
1 Year
-3.71%
3 Years (annualized)
+6.67%
5 Years (annualized)
-3.42%
10 Years (annualized)
+1.63%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
-2.74%
Peer Avg (YTD)
+1.93%
vs Peers
-4.66%

VLTCX Mutual Fund Performance

VLTCX performance across multiple time periods: 1-month 3.51%, YTD -2.74%, 1-year -3.71%, 3-year 6.67%, 5-year -3.42%, 10-year 1.63%.

VLTCX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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