VRTIX Mutual Fund

VRTIX Mutual Fund

NAV$440.45
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Returns Overview

1 Month
-3.03%
3 Months
+4.74%
6 Months
+12.57%
YTD
+18.89%
1 Year
+33.93%
3 Years (annualized)
+15.15%
5 Years (annualized)
+7.17%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRTIX 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)
+18.89%
Peer Avg (YTD)
+15.31%
vs Peers
+3.58%

VRTIX Mutual Fund Performance

VRTIX performance across multiple time periods: 1-month -3.03%, YTD 18.89%, 1-year 33.93%, 3-year 15.15%, 5-year 7.17%, 10-year 10.71%.

VRTIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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