FVDJX Mutual Fund

FVDJX Mutual Fund

NAV$39.17
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Returns Overview

1 Month
-4.03%
3 Months
+3.32%
6 Months
+14.51%
YTD
+15.27%
1 Year
+23.41%
3 Years (annualized)
+14.70%
5 Years (annualized)
+9.72%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDJX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+15.27%
Peer Avg (YTD)
+10.00%
vs Peers
+5.28%

FVDJX Mutual Fund Performance

FVDJX performance across multiple time periods: 1-month -4.03%, YTD 15.27%, 1-year 23.41%, 3-year 14.70%, 5-year 9.72%, 10-year 10.84%.

FVDJX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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