FCVCX Mutual Fund

FCVCX Mutual Fund

NAV$19.16
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Returns Overview

1 Month
-2.70%
3 Months
+7.97%
6 Months
+18.84%
YTD
+24.58%
1 Year
+34.96%
3 Years (annualized)
+14.51%
5 Years (annualized)
+9.31%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCVCX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.58%
Peer Avg (YTD)
+15.31%
vs Peers
+9.27%

FCVCX Mutual Fund Performance

FCVCX performance across multiple time periods: 1-month -2.70%, YTD 24.58%, 1-year 34.96%, 3-year 14.51%, 5-year 9.31%, 10-year 10.43%.

FCVCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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