VTRPX Mutual Fund

NAV$17.91

Returns Overview

1 Month
-0.17%
3 Months
+14.05%
6 Months
+12.16%
YTD
+11.44%
1 Year
+24.10%
3 Years (annualized)
+18.65%
5 Years (annualized)
+10.16%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+11.44%
Peer Avg (YTD)
+7.64%
vs Peers
+3.80%

VTRPX Mutual Fund Performance

VTRPX performance across multiple time periods: 1-month -0.17%, YTD 11.44%, 1-year 24.10%, 3-year 18.65%, 5-year 10.16%, 10-year 11.99%.

VTRPX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

VTRPX performance comparison shows side-by-side returns with another fund. VTRPX alternatives are available in the Mutual Fund Screener.