FCVIX Mutual Fund

NAV$25.53

Returns Overview

1 Month
+9.63%
3 Months
+26.24%
6 Months
+28.70%
YTD
+27.55%
1 Year
+53.20%
3 Years (annualized)
+22.23%
5 Years (annualized)
+13.61%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCVIX 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)
+27.55%
Peer Avg (YTD)
+18.52%
vs Peers
+9.03%

FCVIX Mutual Fund Performance

FCVIX performance across multiple time periods: 1-month 9.63%, YTD 27.55%, 1-year 53.20%, 3-year 22.23%, 5-year 13.61%, 10-year 13.69%.

FCVIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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