VTUFX Mutual Fund

VTUFX Mutual Fund

NAV$14.34
See how much of VTUFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.59%
3 Months
+0.07%
6 Months
+14.53%
YTD
+11.91%
1 Year
+16.52%
3 Years (annualized)
+19.53%
5 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTUFX 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

Benchmark
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+11.91%
Peer Avg (YTD)
+7.09%
vs Peers
+4.82%

VTUFX Mutual Fund Performance

VTUFX performance across multiple time periods: 1-month -1.59%, YTD 11.91%, 1-year 16.52%, 3-year 19.53%, 5-year 10.06%.

VTUFX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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