VTARX Mutual Fund

VTARX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-1.03%
3 Months
-1.54%
6 Months
+7.45%
YTD
+0.77%
1 Year
+11.61%
3 Years (annualized)
+13.64%
5 Years (annualized)
+3.68%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTARX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+4.96%
vs Peers
-4.19%

VTARX Mutual Fund Performance

VTARX performance across multiple time periods: 1-month -1.03%, YTD 0.77%, 1-year 11.61%, 3-year 13.64%, 5-year 3.68%, 10-year 7.91%.

VTARX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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