VRTPX Mutual Fund

VRTPX Mutual Fund

NAV$21.94
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Returns Overview

1 Month
-7.03%
3 Months
-7.03%
6 Months
+1.99%
YTD
+3.28%
1 Year
+0.87%
3 Years (annualized)
+9.65%
5 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRTPX 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
MSCI US Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+4.73%
vs Peers
-1.45%

VRTPX Mutual Fund Performance

VRTPX performance across multiple time periods: 1-month -7.03%, YTD 3.28%, 1-year 0.87%, 3-year 9.65%, 5-year 1.55%.

VRTPX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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