FVRLX Mutual Fund

FVRLX Mutual Fund

NAV$6.58
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Returns Overview

1 Month
-4.27%
3 Months
-2.55%
6 Months
-4.55%
YTD
+0.15%
1 Year
+0.44%
3 Years (annualized)
+9.38%
5 Years (annualized)
+4.36%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVRLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+5.40%
vs Peers
-5.25%

FVRLX Mutual Fund Performance

FVRLX performance across multiple time periods: 1-month -4.27%, YTD 0.15%, 1-year 0.44%, 3-year 9.38%, 5-year 4.36%, 10-year 1.91%.

FVRLX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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