FCVFX Mutual Fund

FCVFX Mutual Fund

NAV$38.45
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Returns Overview

1 Month
-7.40%
3 Months
-5.21%
6 Months
+11.82%
YTD
+13.37%
1 Year
+20.24%
3 Years (annualized)
+17.37%
5 Years (annualized)
+10.81%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCVFX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.37%
Peer Avg (YTD)
+6.72%
vs Peers
+6.64%

FCVFX Mutual Fund Performance

FCVFX performance across multiple time periods: 1-month -7.40%, YTD 13.37%, 1-year 20.24%, 3-year 17.37%, 5-year 10.81%, 10-year 11.42%.

FCVFX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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