VTRIX Mutual Fund

NAV$48.87

Returns Overview

3 Months
+12.47%
6 Months
+13.76%
YTD
+12.42%
1 Year
+27.97%
3 Years (annualized)
+15.58%
5 Years (annualized)
+8.52%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+8.71%
vs Peers
+3.70%

VTRIX Mutual Fund Performance

VTRIX performance across multiple time periods: YTD 12.42%, 1-year 27.97%, 3-year 15.58%, 5-year 8.52%, 10-year 9.51%.

VTRIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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