VTRNX Mutual Fund

VTRNX Mutual Fund

NAV$18.17
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Returns Overview

1 Month
-0.90%
3 Months
+3.34%
6 Months
+7.37%
YTD
+9.92%
1 Year
+20.79%
3 Years (annualized)
+16.55%
5 Years (annualized)
+9.46%
10 Years (annualized)
+11.32%

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
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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)
+9.92%
Peer Avg (YTD)
+6.99%
vs Peers
+2.93%

VTRNX Mutual Fund Performance

VTRNX performance across multiple time periods: 1-month -0.90%, YTD 9.92%, 1-year 20.79%, 3-year 16.55%, 5-year 9.46%, 10-year 11.32%.

VTRNX returns outperform the peer average of 6.99% 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.