VTRSX Mutual Fund

VTRSX Mutual Fund

NAV$15.51
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Returns Overview

1 Month
-1.18%
3 Months
-0.31%
6 Months
+3.32%
YTD
+10.29%
1 Year
+12.62%
3 Years (annualized)
+20.83%
5 Years (annualized)
+8.79%
10 Years (annualized)
+11.43%

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
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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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+6.70%
vs Peers
+3.59%

VTRSX Mutual Fund Performance

VTRSX performance across multiple time periods: 1-month -1.18%, YTD 10.29%, 1-year 12.62%, 3-year 20.83%, 5-year 8.79%, 10-year 11.43%.

VTRSX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.61%, 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.