VTARX Mutual Fund

NAV$9.52

Returns Overview

1 Month
-0.63%
3 Months
+0.53%
6 Months
-2.96%
YTD
-1.35%
1 Year
+13.38%
3 Years (annualized)
+14.47%
5 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTARX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
-1.35%
Peer Avg (YTD)
+5.87%
vs Peers
-7.21%

VTARX Mutual Fund Performance

VTARX performance across multiple time periods: 1-month -0.63%, YTD -1.35%, 1-year 13.38%, 3-year 14.47%, 5-year 4.72%.

VTARX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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