VRTVX Mutual Fund

NAV$389.35

Returns Overview

1 Month
+3.58%
3 Months
+16.76%
6 Months
+22.54%
YTD
+21.51%
1 Year
+42.50%
3 Years (annualized)
+18.59%
5 Years (annualized)
+8.17%
10 Years (annualized)
+10.92%

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
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)
+21.51%
Peer Avg (YTD)
+18.52%
vs Peers
+2.99%

VRTVX Mutual Fund Performance

VRTVX performance across multiple time periods: 1-month 3.58%, YTD 21.51%, 1-year 42.50%, 3-year 18.59%, 5-year 8.17%, 10-year 10.92%.

VRTVX 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.

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