VTAIX Mutual Fund

VTAIX Mutual Fund

NAV$9.76
See how much of VTAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.04%
3 Months
+1.87%
6 Months
-0.24%
YTD
+0.28%
1 Year
-0.38%
3 Years (annualized)
+8.52%
5 Years (annualized)
+1.79%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTAIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+5.54%
vs Peers
-5.26%

VTAIX Mutual Fund Performance

VTAIX performance across multiple time periods: 1-month -2.04%, YTD 0.28%, 1-year -0.38%, 3-year 8.52%, 5-year 1.79%, 10-year 7.83%.

VTAIX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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