FVCCX Mutual Fund

FVCCX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-5.00%
3 Months
-7.36%
6 Months
-4.74%
YTD
-5.19%
1 Year
-3.95%
3 Years (annualized)
+2.33%
5 Years (annualized)
-0.87%
10 Years (annualized)
+0.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVCCX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-5.19%
Peer Avg (YTD)
-3.84%
vs Peers
-1.35%

FVCCX Mutual Fund Performance

FVCCX performance across multiple time periods: 1-month -5.00%, YTD -5.19%, 1-year -3.95%, 3-year 2.33%, 5-year -0.87%, 10-year 0.67%.

FVCCX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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