VTUFX Mutual Fund

VTUFX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
-0.85%
3 Months
+3.69%
6 Months
+8.15%
YTD
+10.88%
1 Year
+22.47%
3 Years (annualized)
+17.44%
5 Years (annualized)
+10.04%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.88%
Peer Avg (YTD)
+6.99%
vs Peers
+3.89%

VTUFX Mutual Fund Performance

VTUFX performance across multiple time periods: 1-month -0.85%, YTD 10.88%, 1-year 22.47%, 3-year 17.44%, 5-year 10.04%.

VTUFX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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