FCVAX Mutual Fund

FCVAX Mutual Fund

NAV$19.72
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Returns Overview

1 Month
+6.37%
3 Months
+3.01%
6 Months
+29.98%
YTD
+31.18%
1 Year
+37.63%
3 Years (annualized)
+16.57%
5 Years (annualized)
+9.32%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCVAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+31.18%
Peer Avg (YTD)
+10.34%
vs Peers
+20.84%

FCVAX Mutual Fund Performance

FCVAX performance across multiple time periods: 1-month 6.37%, YTD 31.18%, 1-year 37.63%, 3-year 16.57%, 5-year 9.32%, 10-year 11.13%.

FCVAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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