FCVIX Mutual Fund

FCVIX Mutual Fund

NAV$21.57
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Returns Overview

1 Month
+3.78%
3 Months
-3.10%
6 Months
+4.93%
YTD
+20.38%
1 Year
+26.16%
3 Years (annualized)
+20.05%
5 Years (annualized)
+8.34%
10 Years (annualized)
+11.33%

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
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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)
+20.38%
Peer Avg (YTD)
+12.21%
vs Peers
+8.17%

FCVIX Mutual Fund Performance

FCVIX performance across multiple time periods: 1-month 3.78%, YTD 20.38%, 1-year 26.16%, 3-year 20.05%, 5-year 8.34%, 10-year 11.33%.

FCVIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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