FSVEX Mutual Fund

FSVEX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
-1.90%
3 Months
-1.99%
6 Months
+3.23%
YTD
+2.67%
1 Year
+4.16%
3 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSVEX 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
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📉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

This Mutual Fund (YTD)
+2.67%
Peer Avg (YTD)
+7.09%
vs Peers
-4.42%

FSVEX Mutual Fund Performance

FSVEX performance across multiple time periods: 1-month -1.90%, YTD 2.67%, 1-year 4.16%, 3-year 7.75%.

FSVEX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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