FISVX Mutual Fund

FISVX Mutual Fund

NAV$30.30
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Returns Overview

1 Month
-5.20%
3 Months
-4.90%
6 Months
+11.40%
YTD
+15.95%
1 Year
+20.70%
3 Years (annualized)
+17.97%
5 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISVX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+10.34%
vs Peers
+5.60%

FISVX Mutual Fund Performance

FISVX performance across multiple time periods: 1-month -5.20%, YTD 15.95%, 1-year 20.70%, 3-year 17.97%, 5-year 8.57%.

FISVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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