VTRKX Mutual Fund

VTRKX Mutual Fund

NAV$17.26
See how much of VTRKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.18%
3 Months
+1.17%
6 Months
+7.23%
YTD
+11.57%
1 Year
+19.06%
3 Years (annualized)
+17.34%
5 Years (annualized)
+8.70%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRKX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+11.57%
Peer Avg (YTD)
+8.76%
vs Peers
+2.81%

VTRKX Mutual Fund Performance

VTRKX performance across multiple time periods: 1-month 2.18%, YTD 11.57%, 1-year 19.06%, 3-year 17.34%, 5-year 8.70%, 10-year 10.97%.

VTRKX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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