VTRTX Mutual Fund

VTRTX Mutual Fund

NAV$12.13
See how much of VTRTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.48%
3 Months
+0.08%
6 Months
+14.61%
YTD
+12.04%
1 Year
+16.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRTX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+12.04%
Peer Avg (YTD)
+7.09%
vs Peers
+4.96%

VTRTX Mutual Fund Performance

VTRTX performance across multiple time periods: 1-month -1.48%, YTD 12.04%, 1-year 16.62%.

VTRTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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