VTUFX Mutual Fund

NAV$14.50

Returns Overview

1 Month
-0.14%
3 Months
+14.45%
6 Months
+12.63%
YTD
+11.83%
1 Year
+24.75%
3 Years (annualized)
+19.04%
5 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTUFX 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

Benchmark
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+7.64%
vs Peers
+4.19%

VTUFX Mutual Fund Performance

VTUFX performance across multiple time periods: 1-month -0.14%, YTD 11.83%, 1-year 24.75%, 3-year 19.04%, 5-year 10.42%.

VTUFX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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