VRTIX Mutual Fund

VRTIX Mutual Fund

NAV$431.06
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Returns Overview

1 Month
+0.98%
3 Months
+1.59%
6 Months
+13.05%
YTD
+20.06%
1 Year
+26.54%
3 Years (annualized)
+17.52%
5 Years (annualized)
+6.91%
10 Years (annualized)
+10.64%

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)
+20.06%
Peer Avg (YTD)
+15.20%
vs Peers
+4.86%

VRTIX Mutual Fund Performance

VRTIX performance across multiple time periods: 1-month 0.98%, YTD 20.06%, 1-year 26.54%, 3-year 17.52%, 5-year 6.91%, 10-year 10.64%.

VRTIX 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.

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