FCPVX Mutual Fund

FCPVX Mutual Fund

NAV$21.56
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Returns Overview

1 Month
+3.78%
3 Months
-3.05%
6 Months
+4.95%
YTD
+20.39%
1 Year
+26.20%
3 Years (annualized)
+19.80%
5 Years (annualized)
+9.32%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCPVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.39%
Peer Avg (YTD)
+12.21%
vs Peers
+8.18%

FCPVX Mutual Fund Performance

FCPVX performance across multiple time periods: 1-month 3.78%, YTD 20.39%, 1-year 26.20%, 3-year 19.80%, 5-year 9.32%, 10-year 11.84%.

FCPVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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