FVADX Mutual Fund

FVADX Mutual Fund

NAV$69.80
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Returns Overview

1 Month
-5.36%
3 Months
-5.32%
6 Months
+9.81%
YTD
+13.57%
1 Year
+17.76%
3 Years (annualized)
+16.14%
5 Years (annualized)
+9.95%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVADX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.57%
Peer Avg (YTD)
+10.34%
vs Peers
+3.22%

FVADX Mutual Fund Performance

FVADX performance across multiple time periods: 1-month -5.36%, YTD 13.57%, 1-year 17.76%, 3-year 16.14%, 5-year 9.95%, 10-year 11.23%.

FVADX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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