FTVSX Mutual Fund

FTVSX Mutual Fund

NAV$33.28
See how much of FTVSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.10%
3 Months
-4.31%
6 Months
+0.31%
YTD
-0.15%
1 Year
-0.80%
3 Years (annualized)
+9.25%
5 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVSX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
-0.15%
Peer Avg (YTD)
+6.72%
vs Peers
-6.87%

FTVSX Mutual Fund Performance

FTVSX performance across multiple time periods: 1-month -9.10%, YTD -0.15%, 1-year -0.80%, 3-year 9.25%, 5-year 5.74%.

FTVSX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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