VRTGX Mutual Fund

VRTGX Mutual Fund

NAV$501.08
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Returns Overview

1 Month
+1.66%
3 Months
-0.87%
6 Months
+12.78%
YTD
+16.99%
1 Year
+23.37%
3 Years (annualized)
+17.12%
5 Years (annualized)
+5.13%
10 Years (annualized)
+10.77%

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
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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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+16.99%
Peer Avg (YTD)
+15.20%
vs Peers
+1.79%

VRTGX Mutual Fund Performance

VRTGX performance across multiple time periods: 1-month 1.66%, YTD 16.99%, 1-year 23.37%, 3-year 17.12%, 5-year 5.13%, 10-year 10.77%.

VRTGX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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