FCVTX Mutual Fund

FCVTX Mutual Fund

NAV$18.48
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Returns Overview

1 Month
-6.19%
3 Months
-9.16%
6 Months
+14.55%
YTD
+15.55%
1 Year
+21.31%
3 Years (annualized)
+23.02%
5 Years (annualized)
+14.09%
10 Years (annualized)
+13.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCVTX 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)
+15.55%
Peer Avg (YTD)
+10.34%
vs Peers
+5.21%

FCVTX Mutual Fund Performance

FCVTX performance across multiple time periods: 1-month -6.19%, YTD 15.55%, 1-year 21.31%, 3-year 23.02%, 5-year 14.09%, 10-year 13.61%.

FCVTX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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