FTVAX Mutual Fund

FTVAX Mutual Fund

NAV$32.95
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Returns Overview

1 Month
-9.13%
3 Months
-4.41%
6 Months
+0.12%
YTD
-0.43%
1 Year
-1.20%
3 Years (annualized)
+8.82%
5 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVAX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+6.72%
vs Peers
-7.15%

FTVAX Mutual Fund Performance

FTVAX performance across multiple time periods: 1-month -9.13%, YTD -0.43%, 1-year -1.20%, 3-year 8.82%, 5-year 5.54%.

FTVAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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