FRVZX Mutual Fund

FRVZX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
-4.65%
3 Months
-6.71%
6 Months
-4.04%
YTD
-4.07%
1 Year
-2.51%
3 Years (annualized)
+3.38%
5 Years (annualized)
-0.12%
10 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRVZX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.07%
Peer Avg (YTD)
-3.84%
vs Peers
-0.23%

FRVZX Mutual Fund Performance

FRVZX performance across multiple time periods: 1-month -4.65%, YTD -4.07%, 1-year -2.51%, 3-year 3.38%, 5-year -0.12%, 10-year 1.03%.

FRVZX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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