VRTGX Mutual Fund

NAV$542.40

Returns Overview

1 Month
+3.42%
3 Months
+25.55%
6 Months
+22.05%
YTD
+20.53%
1 Year
+38.66%
3 Years (annualized)
+18.47%
5 Years (annualized)
+5.62%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRTGX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+20.53%
Peer Avg (YTD)
+18.52%
vs Peers
+2.01%

VRTGX Mutual Fund Performance

VRTGX performance across multiple time periods: 1-month 3.42%, YTD 20.53%, 1-year 38.66%, 3-year 18.47%, 5-year 5.62%, 10-year 12.07%.

VRTGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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