VRTVX Mutual Fund

VRTVX Mutual Fund

NAV$366.70
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Returns Overview

1 Month
-5.71%
3 Months
-5.42%
6 Months
+10.85%
YTD
+15.36%
1 Year
+20.12%
3 Years (annualized)
+17.95%
5 Years (annualized)
+8.54%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRTVX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+15.36%
Peer Avg (YTD)
+10.34%
vs Peers
+5.02%

VRTVX Mutual Fund Performance

VRTVX performance across multiple time periods: 1-month -5.71%, YTD 15.36%, 1-year 20.12%, 3-year 17.95%, 5-year 8.54%, 10-year 10.12%.

VRTVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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