VRRKX Mutual Fund

VRRKX Mutual Fund

NAV$16.83
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Returns Overview

1 Month
+2.23%
3 Months
+1.07%
6 Months
+7.01%
YTD
+11.22%
1 Year
+18.54%
3 Years (annualized)
+16.75%
5 Years (annualized)
+8.12%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRRKX 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
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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
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+11.22%
Peer Avg (YTD)
+8.76%
vs Peers
+2.46%

VRRKX Mutual Fund Performance

VRRKX performance across multiple time periods: 1-month 2.23%, YTD 11.22%, 1-year 18.54%, 3-year 16.75%, 5-year 8.12%, 10-year 10.16%.

VRRKX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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