VRTVX Mutual Fund

VRTVX Mutual Fund

NAV$388.29
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Returns Overview

1 Month
+0.01%
3 Months
+6.47%
6 Months
+14.68%
YTD
+23.00%
1 Year
+40.02%
3 Years (annualized)
+15.75%
5 Years (annualized)
+8.95%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRTVX 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)
+23.00%
Peer Avg (YTD)
+15.31%
vs Peers
+7.69%

VRTVX Mutual Fund Performance

VRTVX performance across multiple time periods: 1-month 0.01%, YTD 23.00%, 1-year 40.02%, 3-year 15.75%, 5-year 8.95%, 10-year 10.33%.

VRTVX 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.

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