VRTIX Mutual Fund

NAV$461.24

Returns Overview

1 Month
+3.48%
3 Months
+21.21%
6 Months
+22.30%
YTD
+21.01%
1 Year
+40.52%
3 Years (annualized)
+18.55%
5 Years (annualized)
+6.99%
10 Years (annualized)
+11.69%

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
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)
+21.01%
Peer Avg (YTD)
+18.52%
vs Peers
+2.48%

VRTIX Mutual Fund Performance

VRTIX performance across multiple time periods: 1-month 3.48%, YTD 21.01%, 1-year 40.52%, 3-year 18.55%, 5-year 6.99%, 10-year 11.69%.

VRTIX 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.

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