VTRQX Mutual Fund

VTRQX Mutual Fund

NAV$17.66
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Returns Overview

1 Month
-1.63%
3 Months
-0.06%
6 Months
+14.26%
YTD
+11.56%
1 Year
+16.04%
3 Years (annualized)
+18.99%
5 Years (annualized)
+9.57%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRQX 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
PROUpgrade to run
🏦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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+7.09%
vs Peers
+4.47%

VTRQX Mutual Fund Performance

VTRQX performance across multiple time periods: 1-month -1.63%, YTD 11.56%, 1-year 16.04%, 3-year 18.99%, 5-year 9.57%, 10-year 11.49%.

VTRQX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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