VRRIX Mutual Fund

VRRIX Mutual Fund

NAV$14.81
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Returns Overview

1 Month
-2.00%
3 Months
-1.34%
6 Months
+7.62%
YTD
+5.99%
1 Year
+8.79%
3 Years (annualized)
+13.16%
5 Years (annualized)
+5.70%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRRIX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+7.09%
vs Peers
-1.09%

VRRIX Mutual Fund Performance

VRRIX performance across multiple time periods: 1-month -2.00%, YTD 5.99%, 1-year 8.79%, 3-year 13.16%, 5-year 5.70%, 10-year 8.00%.

VRRIX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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