FCVIX Mutual Fund

FCVIX Mutual Fund

NAV$25.03
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Returns Overview

1 Month
-2.60%
3 Months
+8.29%
6 Months
+19.49%
YTD
+25.35%
1 Year
+36.34%
3 Years (annualized)
+15.67%
5 Years (annualized)
+10.44%
10 Years (annualized)
+11.57%

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
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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)
+25.35%
Peer Avg (YTD)
+15.31%
vs Peers
+10.04%

FCVIX Mutual Fund Performance

FCVIX performance across multiple time periods: 1-month -2.60%, YTD 25.35%, 1-year 36.34%, 3-year 15.67%, 5-year 10.44%, 10-year 11.57%.

FCVIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.95%, 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.