VTRCX Mutual Fund

NAV$12.61

Returns Overview

1 Month
+0.31%
3 Months
+5.04%
6 Months
+4.71%
YTD
+6.67%
1 Year
+7.92%
3 Years (annualized)
+7.66%
5 Years (annualized)
+6.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRCX 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
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+7.54%
vs Peers
-0.88%

VTRCX Mutual Fund Performance

VTRCX performance across multiple time periods: 1-month 0.31%, YTD 6.67%, 1-year 7.92%, 3-year 7.66%, 5-year 6.16%.

VTRCX returns trail the peer average of 7.54% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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