VTARX Mutual Fund

VTARX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
-1.36%
3 Months
-0.95%
6 Months
+1.05%
YTD
-0.60%
1 Year
+9.80%
3 Years (annualized)
+15.97%
5 Years (annualized)
+3.26%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTARX 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)
-0.60%
Peer Avg (YTD)
+5.30%
vs Peers
-5.90%

VTARX Mutual Fund Performance

VTARX performance across multiple time periods: 1-month -1.36%, YTD -0.60%, 1-year 9.80%, 3-year 15.97%, 5-year 3.26%, 10-year 7.91%.

VTARX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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