VTRSX Mutual Fund

VTRSX Mutual Fund

NAV$16.43
See how much of VTRSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.87%
3 Months
+3.65%
6 Months
+7.94%
YTD
+10.64%
1 Year
+21.97%
3 Years (annualized)
+16.96%
5 Years (annualized)
+9.55%
10 Years (annualized)
+11.28%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.64%
Peer Avg (YTD)
+6.99%
vs Peers
+3.65%

VTRSX Mutual Fund Performance

VTRSX performance across multiple time periods: 1-month -0.87%, YTD 10.64%, 1-year 21.97%, 3-year 16.96%, 5-year 9.55%, 10-year 11.28%.

VTRSX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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