VRTVX Mutual Fund

VRTVX Mutual Fund

NAV$366.57
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Returns Overview

1 Month
+2.51%
3 Months
-2.52%
6 Months
+4.18%
YTD
+18.90%
1 Year
+23.50%
3 Years (annualized)
+21.39%
5 Years (annualized)
+7.54%
10 Years (annualized)
+10.08%

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)
+18.90%
Peer Avg (YTD)
+12.21%
vs Peers
+6.69%

VRTVX Mutual Fund Performance

VRTVX performance across multiple time periods: 1-month 2.51%, YTD 18.90%, 1-year 23.50%, 3-year 21.39%, 5-year 7.54%, 10-year 10.08%.

VRTVX returns outperform the peer average of 12.21% 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.