FCPVX Mutual Fund

FCPVX Mutual Fund

NAV$20.69
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Returns Overview

1 Month
-6.13%
3 Months
-9.05%
6 Months
+14.87%
YTD
+16.01%
1 Year
+18.91%
3 Years (annualized)
+16.91%
5 Years (annualized)
+9.63%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCPVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.01%
Peer Avg (YTD)
+10.34%
vs Peers
+5.67%

FCPVX Mutual Fund Performance

FCPVX performance across multiple time periods: 1-month -6.13%, YTD 16.01%, 1-year 18.91%, 3-year 16.91%, 5-year 9.63%, 10-year 11.44%.

FCPVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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