VTRMX Mutual Fund

VTRMX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
+2.41%
3 Months
+1.31%
6 Months
+8.05%
YTD
+12.41%
1 Year
+20.28%
3 Years (annualized)
+18.18%
5 Years (annualized)
+9.15%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRMX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+12.41%
Peer Avg (YTD)
+8.76%
vs Peers
+3.65%

VTRMX Mutual Fund Performance

VTRMX performance across multiple time periods: 1-month 2.41%, YTD 12.41%, 1-year 20.28%, 3-year 18.18%, 5-year 9.15%, 10-year 11.21%.

VTRMX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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