FVFRX Mutual Fund

FVFRX Mutual Fund

NAV$63.08
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Returns Overview

1 Month
-5.40%
3 Months
-5.44%
6 Months
+9.53%
YTD
+13.13%
1 Year
+17.18%
3 Years (annualized)
+15.61%
5 Years (annualized)
+9.50%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVFRX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.13%
Peer Avg (YTD)
+10.34%
vs Peers
+2.79%

FVFRX Mutual Fund Performance

FVFRX performance across multiple time periods: 1-month -5.40%, YTD 13.13%, 1-year 17.18%, 3-year 15.61%, 5-year 9.50%, 10-year 10.75%.

FVFRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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