FTVFX Mutual Fund

FTVFX Mutual Fund

NAV$41.32
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Returns Overview

1 Month
-7.35%
3 Months
-5.07%
6 Months
+12.11%
YTD
+13.81%
1 Year
+20.89%
3 Years (annualized)
+17.96%
5 Years (annualized)
+11.38%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVFX 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)
+13.81%
Peer Avg (YTD)
+6.72%
vs Peers
+7.09%

FTVFX Mutual Fund Performance

FTVFX performance across multiple time periods: 1-month -7.35%, YTD 13.81%, 1-year 20.89%, 3-year 17.96%, 5-year 11.38%, 10-year 12.00%.

FTVFX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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