FCVAX Mutual Fund

NAV$24.64

Returns Overview

1 Month
+9.64%
3 Months
+26.18%
6 Months
+28.54%
YTD
+27.35%
1 Year
+53.34%
3 Years (annualized)
+23.69%
5 Years (annualized)
+14.34%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCVAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+27.35%
Peer Avg (YTD)
+18.52%
vs Peers
+8.82%

FCVAX Mutual Fund Performance

FCVAX performance across multiple time periods: 1-month 9.64%, YTD 27.35%, 1-year 53.34%, 3-year 23.69%, 5-year 14.34%, 10-year 13.91%.

FCVAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

FCVAX performance comparison shows side-by-side returns with another fund. FCVAX alternatives are available in the Mutual Fund Screener.