VRTPX Mutual Fund

NAV$23.84

Returns Overview

1 Month
+1.69%
3 Months
+9.69%
6 Months
+11.14%
YTD
+11.08%
1 Year
+12.52%
3 Years (annualized)
+9.19%
5 Years (annualized)
+2.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRTPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
+11.08%
Peer Avg (YTD)
+11.24%
vs Peers
-0.16%

VRTPX Mutual Fund Performance

VRTPX performance across multiple time periods: 1-month 1.69%, YTD 11.08%, 1-year 12.52%, 3-year 9.19%, 5-year 2.87%.

VRTPX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

VRTPX performance comparison shows side-by-side returns with another fund. VRTPX alternatives are available in the Mutual Fund Screener.