FCVFX Mutual Fund

NAV$40.90

Returns Overview

1 Month
+4.83%
3 Months
+17.96%
6 Months
+21.20%
YTD
+19.60%
1 Year
+34.10%
3 Years (annualized)
+17.82%
5 Years (annualized)
+10.49%
10 Years (annualized)
+13.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCVFX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.60%
Peer Avg (YTD)
+10.82%
vs Peers
+8.78%

FCVFX Mutual Fund Performance

FCVFX performance across multiple time periods: 1-month 4.83%, YTD 19.60%, 1-year 34.10%, 3-year 17.82%, 5-year 10.49%, 10-year 13.76%.

FCVFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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