FSVLX Mutual Fund

FSVLX Mutual Fund

NAV$17.51
See how much of FSVLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.80%
3 Months
+1.00%
6 Months
+9.00%
YTD
-16.01%
1 Year
-17.43%
3 Years (annualized)
+6.54%
5 Years (annualized)
-2.23%
10 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSVLX 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
FactSet Financial Technologies Linked Index
This Mutual Fund (YTD)
-16.01%
Peer Avg (YTD)
+7.91%
vs Peers
-23.92%

FSVLX Mutual Fund Performance

FSVLX performance across multiple time periods: 1-month -9.80%, YTD -16.01%, 1-year -17.43%, 3-year 6.54%, 5-year -2.23%, 10-year 7.23%.

FSVLX returns trail the peer average of 7.91% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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