FTVCX Mutual Fund

FTVCX Mutual Fund

NAV$32.70
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Returns Overview

1 Month
-9.17%
3 Months
-4.55%
6 Months
-0.15%
YTD
-0.83%
1 Year
-1.72%
3 Years (annualized)
+8.28%
5 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVCX 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)
-0.83%
Peer Avg (YTD)
+6.72%
vs Peers
-7.55%

FTVCX Mutual Fund Performance

FTVCX performance across multiple time periods: 1-month -9.17%, YTD -0.83%, 1-year -1.72%, 3-year 8.28%, 5-year 4.97%.

FTVCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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