VRRMX Mutual Fund

NAV$17.52

Returns Overview

1 Month
-0.17%
3 Months
+13.95%
6 Months
+11.87%
YTD
+11.15%
1 Year
+23.49%
3 Years (annualized)
+18.01%
5 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRRMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+11.15%
Peer Avg (YTD)
+7.64%
vs Peers
+3.51%

VRRMX Mutual Fund Performance

VRRMX performance across multiple time periods: 1-month -0.17%, YTD 11.15%, 1-year 23.49%, 3-year 18.01%, 5-year 9.51%.

VRRMX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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