FCVT ETF

$45.62

Returns Overview

1 Month
+0.51%
3 Months
+5.38%
6 Months
+13.45%
YTD
+4.41%
1 Year
+27.19%
3 Years
+14.54%
5 Years
+3.17%
10 Years
+11.18%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FCVT 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
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📉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

+0.51%

3 Months Performance

+5.38%

6 Months Performance

+13.45%

1 Year Performance

+27.19%

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This ETF (YTD)
+4.41%
Peer Avg (YTD)
+4.00%
vs Peers
+0.41%

FCVT ETF Performance

FCVT performance across multiple time periods: 1-month 0.51%, YTD 4.41%, 1-year 27.19%, 3-year 14.54%, 5-year 3.17%, 10-year 11.18%.

FCVT returns outperform the peer average of 4.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

FCVT performance comparison shows side-by-side returns with another fund. FCVT alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.51%N/A
3 Months+5.38%N/A
6 Months+13.45%N/A
1 Year+27.19%N/A
3 Years+14.54%N/A
5 Years+3.17%N/A

All returns shown are total returns, not annualized