VTRNX Mutual Fund

VTRNX Mutual Fund

NAV$17.61
See how much of VTRNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.90%
3 Months
-0.17%
6 Months
+3.17%
YTD
+9.73%
1 Year
+11.88%
3 Years (annualized)
+20.33%
5 Years (annualized)
+8.72%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRNX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.73%
Peer Avg (YTD)
+6.70%
vs Peers
+3.03%

VTRNX Mutual Fund Performance

VTRNX performance across multiple time periods: 1-month -0.90%, YTD 9.73%, 1-year 11.88%, 3-year 20.33%, 5-year 8.72%, 10-year 11.48%.

VTRNX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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