FVDOX Mutual Fund

FVDOX Mutual Fund

NAV$39.22
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Returns Overview

1 Month
-4.02%
3 Months
+3.40%
6 Months
+14.70%
YTD
+15.58%
1 Year
+23.84%
3 Years (annualized)
+14.89%
5 Years (annualized)
+9.88%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDOX 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)
+15.58%
Peer Avg (YTD)
+10.00%
vs Peers
+5.58%

FVDOX Mutual Fund Performance

FVDOX performance across multiple time periods: 1-month -4.02%, YTD 15.58%, 1-year 23.84%, 3-year 14.89%, 5-year 9.88%, 10-year 10.97%.

FVDOX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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