FVLZX Mutual Fund

FVLZX Mutual Fund

NAV$42.68
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Returns Overview

1 Month
-7.30%
3 Months
-4.94%
6 Months
+12.46%
YTD
+14.34%
1 Year
+21.64%
3 Years (annualized)
+18.72%
5 Years (annualized)
+12.09%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVLZX 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)
+14.34%
Peer Avg (YTD)
+6.72%
vs Peers
+7.61%

FVLZX Mutual Fund Performance

FVLZX performance across multiple time periods: 1-month -7.30%, YTD 14.34%, 1-year 21.64%, 3-year 18.72%, 5-year 12.09%, 10-year 12.79%.

FVLZX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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