VLTCX Mutual Fund

VLTCX Mutual Fund

NAV$19.51
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Returns Overview

1 Month
-4.40%
3 Months
-2.62%
6 Months
-3.47%
YTD
-2.91%
1 Year
+0.13%
3 Years (annualized)
+2.51%
5 Years (annualized)
-3.65%
10 Years (annualized)
+1.30%

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)
-2.91%
Peer Avg (YTD)
+0.12%
vs Peers
-3.03%

VLTCX Mutual Fund Performance

VLTCX performance across multiple time periods: 1-month -4.40%, YTD -2.91%, 1-year 0.13%, 3-year 2.51%, 5-year -3.65%, 10-year 1.30%.

VLTCX returns trail the peer average of 0.12% 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.