VTRFX Mutual Fund

VTRFX Mutual Fund

NAV$15.33
See how much of VTRFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.99%
3 Months
+2.03%
6 Months
+4.88%
YTD
+6.59%
1 Year
+14.60%
3 Years (annualized)
+12.35%
5 Years (annualized)
+6.26%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.59%
Peer Avg (YTD)
+6.99%
vs Peers
-0.41%

VTRFX Mutual Fund Performance

VTRFX performance across multiple time periods: 1-month -0.99%, YTD 6.59%, 1-year 14.60%, 3-year 12.35%, 5-year 6.26%, 10-year 8.57%.

VTRFX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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