FVDMX Mutual Fund

FVDMX Mutual Fund

NAV$39.11
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Returns Overview

1 Month
-4.09%
3 Months
+3.13%
6 Months
+14.08%
YTD
+14.64%
1 Year
+22.50%
3 Years (annualized)
+13.84%
5 Years (annualized)
+8.91%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDMX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+14.64%
Peer Avg (YTD)
+10.00%
vs Peers
+4.64%

FVDMX Mutual Fund Performance

FVDMX performance across multiple time periods: 1-month -4.09%, YTD 14.64%, 1-year 22.50%, 3-year 13.84%, 5-year 8.91%, 10-year 10.02%.

FVDMX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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