FRVFX Mutual Fund

FRVFX Mutual Fund

NAV$51.12
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Returns Overview

1 Month
-5.43%
3 Months
-5.55%
6 Months
+9.26%
YTD
+12.72%
1 Year
+16.62%
3 Years (annualized)
+15.14%
5 Years (annualized)
+8.07%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRVFX 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)
+12.72%
Peer Avg (YTD)
+10.34%
vs Peers
+2.38%

FRVFX Mutual Fund Performance

FRVFX performance across multiple time periods: 1-month -5.43%, YTD 12.72%, 1-year 16.62%, 3-year 15.14%, 5-year 8.07%, 10-year 9.63%.

FRVFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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