VTRRX Mutual Fund

VTRRX Mutual Fund

NAV$17.93
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Returns Overview

1 Month
+2.57%
3 Months
+1.53%
6 Months
+8.91%
YTD
+13.60%
1 Year
+22.04%
3 Years (annualized)
+19.36%
5 Years (annualized)
+9.95%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRRX 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
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📉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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+13.60%
Peer Avg (YTD)
+8.76%
vs Peers
+4.84%

VTRRX Mutual Fund Performance

VTRRX performance across multiple time periods: 1-month 2.57%, YTD 13.60%, 1-year 22.04%, 3-year 19.36%, 5-year 9.95%, 10-year 11.87%.

VTRRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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