FCVIX Mutual Fund

FCVIX Mutual Fund

NAV$20.70
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Returns Overview

1 Month
+5.96%
3 Months
+2.67%
6 Months
+29.60%
YTD
+30.95%
1 Year
+37.32%
3 Years (annualized)
+16.87%
5 Years (annualized)
+9.61%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCVIX 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)
+30.95%
Peer Avg (YTD)
+10.34%
vs Peers
+20.61%

FCVIX Mutual Fund Performance

FCVIX performance across multiple time periods: 1-month 5.96%, YTD 30.95%, 1-year 37.32%, 3-year 16.87%, 5-year 9.61%, 10-year 11.43%.

FCVIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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