FDVIX Mutual Fund

FDVIX Mutual Fund

NAV$31.36
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Returns Overview

1 Month
-2.03%
3 Months
-1.91%
6 Months
+12.73%
YTD
+10.80%
1 Year
+16.83%
3 Years (annualized)
+17.85%
5 Years (annualized)
+6.83%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDVIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.80%
Peer Avg (YTD)
+8.68%
vs Peers
+2.12%

FDVIX Mutual Fund Performance

FDVIX performance across multiple time periods: 1-month -2.03%, YTD 10.80%, 1-year 16.83%, 3-year 17.85%, 5-year 6.83%, 10-year 9.76%.

FDVIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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