VTAIX Mutual Fund

NAV$9.85

Returns Overview

1 Month
+1.11%
3 Months
+9.06%
6 Months
+2.26%
YTD
+2.37%
1 Year
+13.26%
3 Years (annualized)
+14.31%
5 Years (annualized)
+4.57%

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

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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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+5.87%
vs Peers
-3.50%

VTAIX Mutual Fund Performance

VTAIX performance across multiple time periods: 1-month 1.11%, YTD 2.37%, 1-year 13.26%, 3-year 14.31%, 5-year 4.57%.

VTAIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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