VTRDX Mutual Fund

NAV$12.69

Returns Overview

1 Month
+0.38%
3 Months
+5.09%
6 Months
+4.92%
YTD
+6.79%
1 Year
+8.21%
3 Years (annualized)
+7.97%
5 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRDX 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)
+6.79%
Peer Avg (YTD)
+7.54%
vs Peers
-0.76%

VTRDX Mutual Fund Performance

VTRDX performance across multiple time periods: 1-month 0.38%, YTD 6.79%, 1-year 8.21%, 3-year 7.97%, 5-year 6.48%.

VTRDX returns trail the peer average of 7.54% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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