VTHRX Mutual Fund

NAV$45.85

Returns Overview

1 Month
-0.04%
3 Months
+8.71%
6 Months
+7.58%
YTD
+7.18%
1 Year
+15.90%
3 Years (annualized)
+13.61%
5 Years (annualized)
+6.67%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTHRX 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
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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
Bloomberg US Aggregate Float Adjusted Index
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+7.64%
vs Peers
-0.46%

VTHRX Mutual Fund Performance

VTHRX performance across multiple time periods: 1-month -0.04%, YTD 7.18%, 1-year 15.90%, 3-year 13.61%, 5-year 6.67%, 10-year 8.84%.

VTHRX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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