VTAIX Mutual Fund

VTAIX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
-1.46%
3 Months
-0.99%
6 Months
+0.86%
YTD
-0.72%
1 Year
+9.57%
3 Years (annualized)
+15.78%
5 Years (annualized)
+3.08%
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
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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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
+5.30%
vs Peers
-6.02%

VTAIX Mutual Fund Performance

VTAIX performance across multiple time periods: 1-month -1.46%, YTD -0.72%, 1-year 9.57%, 3-year 15.78%, 5-year 3.08%, 10-year 7.83%.

VTAIX returns trail the peer average of 5.30% 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.