VTRSX Mutual Fund

VTRSX Mutual Fund

NAV$16.22
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Returns Overview

1 Month
-1.59%
6 Months
+14.32%
YTD
+11.61%
1 Year
+16.13%
3 Years (annualized)
+19.01%
5 Years (annualized)
+9.59%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRSX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.61%
Peer Avg (YTD)
+7.09%
vs Peers
+4.53%

VTRSX Mutual Fund Performance

VTRSX performance across multiple time periods: 1-month -1.59%, YTD 11.61%, 1-year 16.13%, 3-year 19.01%, 5-year 9.59%, 10-year 11.53%.

VTRSX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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