VTRGX Mutual Fund

VTRGX Mutual Fund

NAV$15.97
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Returns Overview

1 Month
-0.95%
3 Months
+2.50%
6 Months
+5.70%
YTD
+7.68%
1 Year
+16.58%
3 Years (annualized)
+13.61%
5 Years (annualized)
+7.14%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRGX 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
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.68%
Peer Avg (YTD)
+6.99%
vs Peers
+0.68%

VTRGX Mutual Fund Performance

VTRGX performance across multiple time periods: 1-month -0.95%, YTD 7.68%, 1-year 16.58%, 3-year 13.61%, 5-year 7.14%, 10-year 9.38%.

VTRGX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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