VTRQX Mutual Fund

NAV$17.87

Returns Overview

1 Month
-0.17%
3 Months
+14.32%
6 Months
+12.41%
YTD
+11.62%
1 Year
+24.26%
3 Years (annualized)
+18.54%
5 Years (annualized)
+9.91%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRQX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+11.62%
Peer Avg (YTD)
+7.64%
vs Peers
+3.98%

VTRQX Mutual Fund Performance

VTRQX performance across multiple time periods: 1-month -0.17%, YTD 11.62%, 1-year 24.26%, 3-year 18.54%, 5-year 9.91%, 10-year 11.74%.

VTRQX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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