VRTTX Mutual Fund

VRTTX Mutual Fund

NAV$662.37
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Returns Overview

1 Month
+2.74%
3 Months
+1.69%
6 Months
+11.88%
YTD
+12.71%
1 Year
+19.75%
3 Years (annualized)
+20.45%
5 Years (annualized)
+11.68%
10 Years (annualized)
+14.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRTTX 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)
+12.71%
Peer Avg (YTD)
+11.21%
vs Peers
+1.50%

VRTTX Mutual Fund Performance

VRTTX performance across multiple time periods: 1-month 2.74%, YTD 12.71%, 1-year 19.75%, 3-year 20.45%, 5-year 11.68%, 10-year 14.75%.

VRTTX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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