VTRKX Mutual Fund

VTRKX Mutual Fund

NAV$16.92
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Returns Overview

1 Month
-0.53%
3 Months
-0.18%
6 Months
+2.85%
YTD
+9.00%
1 Year
+11.01%
3 Years (annualized)
+19.18%
5 Years (annualized)
+8.02%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VTRKX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+14.77%
vs Peers
-5.77%

VTRKX Mutual Fund Performance

VTRKX performance across multiple time periods: 1-month -0.53%, YTD 9.00%, 1-year 11.01%, 3-year 19.18%, 5-year 8.02%, 10-year 10.89%.

VTRKX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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