VTRSX Mutual Fund

NAV$16.29

Returns Overview

1 Month
-0.19%
3 Months
+14.32%
6 Months
+12.39%
YTD
+11.61%
1 Year
+24.29%
3 Years (annualized)
+18.53%
5 Years (annualized)
+9.92%
10 Years (annualized)
+11.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRSX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.61%
Peer Avg (YTD)
+7.64%
vs Peers
+3.97%

VTRSX Mutual Fund Performance

VTRSX performance across multiple time periods: 1-month -0.19%, YTD 11.61%, 1-year 24.29%, 3-year 18.53%, 5-year 9.92%, 10-year 11.79%.

VTRSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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