FVLKX Mutual Fund

FVLKX Mutual Fund

NAV$16.35
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Returns Overview

1 Month
-7.40%
3 Months
-5.10%
6 Months
+12.19%
YTD
+14.19%
1 Year
+21.56%
3 Years (annualized)
+18.80%
5 Years (annualized)
+12.13%
10 Years (annualized)
-10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVLKX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.19%
Peer Avg (YTD)
+6.72%
vs Peers
+7.47%

FVLKX Mutual Fund Performance

FVLKX performance across multiple time periods: 1-month -7.40%, YTD 14.19%, 1-year 21.56%, 3-year 18.80%, 5-year 12.13%, 10-year -10.53%.

FVLKX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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