FVDKX Mutual Fund

FVDKX Mutual Fund

NAV$39.32
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Returns Overview

1 Month
-4.01%
3 Months
+3.40%
6 Months
+14.71%
YTD
+15.59%
1 Year
+23.85%
3 Years (annualized)
+17.08%
5 Years (annualized)
+10.14%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDKX 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)
+15.59%
Peer Avg (YTD)
+10.00%
vs Peers
+5.60%

FVDKX Mutual Fund Performance

FVDKX performance across multiple time periods: 1-month -4.01%, YTD 15.59%, 1-year 23.85%, 3-year 17.08%, 5-year 10.14%, 10-year 11.21%.

FVDKX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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