VTROX Mutual Fund

VTROX Mutual Fund

NAV$17.57
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Returns Overview

1 Month
+2.49%
3 Months
+1.44%
6 Months
+8.60%
YTD
+13.05%
1 Year
+21.28%
3 Years (annualized)
+18.77%
5 Years (annualized)
+9.46%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTROX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+13.05%
Peer Avg (YTD)
+8.76%
vs Peers
+4.29%

VTROX Mutual Fund Performance

VTROX performance across multiple time periods: 1-month 2.49%, YTD 13.05%, 1-year 21.28%, 3-year 18.77%, 5-year 9.46%, 10-year 11.38%.

VTROX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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