VTURX Mutual Fund

VTURX Mutual Fund

NAV$13.94
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Returns Overview

1 Month
-1.14%
3 Months
-0.29%
6 Months
+3.29%
YTD
+10.20%
1 Year
+12.52%
3 Years (annualized)
+20.76%
5 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTURX 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 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+6.70%
vs Peers
+3.50%

VTURX Mutual Fund Performance

VTURX performance across multiple time periods: 1-month -1.14%, YTD 10.20%, 1-year 12.52%, 3-year 20.76%, 5-year 8.69%.

VTURX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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