VTRIX Mutual Fund

VTRIX Mutual Fund

NAV$47.69
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Returns Overview

1 Month
+3.05%
3 Months
+7.76%
6 Months
+11.85%
YTD
+17.22%
1 Year
+33.16%
3 Years (annualized)
+15.39%
5 Years (annualized)
+9.42%
10 Years (annualized)
+9.49%

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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+17.22%
Peer Avg (YTD)
+11.12%
vs Peers
+6.10%

VTRIX Mutual Fund Performance

VTRIX performance across multiple time periods: 1-month 3.05%, YTD 17.22%, 1-year 33.16%, 3-year 15.39%, 5-year 9.42%, 10-year 9.49%.

VTRIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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