VTRTX Mutual Fund

NAV$12.25

Returns Overview

1 Month
-0.08%
3 Months
+14.52%
6 Months
+12.69%
YTD
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

This Mutual Fund (YTD)
+11.95%
Peer Avg (YTD)
+7.64%
vs Peers
+4.31%

VTRTX Mutual Fund Performance

VTRTX performance across multiple time periods: 1-month -0.08%, YTD 11.95%.

VTRTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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