FVICX Mutual Fund

FVICX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-2.57%
3 Months
-3.64%
6 Months
-3.67%
YTD
-3.90%
1 Year
-3.40%
3 Years (annualized)
+2.05%
5 Years (annualized)
-1.99%
10 Years (annualized)
-0.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVICX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 75% US Government/25% US Mortgage-Backed Securities Blended Index
This Mutual Fund (YTD)
-3.90%
Peer Avg (YTD)
+0.50%
vs Peers
-4.40%

FVICX Mutual Fund Performance

FVICX performance across multiple time periods: 1-month -2.57%, YTD -3.90%, 1-year -3.40%, 3-year 2.05%, 5-year -1.99%, 10-year -0.34%.

FVICX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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