FCVTX Mutual Fund

FCVTX Mutual Fund

NAV$22.90
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Returns Overview

1 Month
-2.66%
3 Months
+8.09%
6 Months
+19.15%
YTD
+24.92%
1 Year
+35.61%
3 Years (annualized)
+15.08%
5 Years (annualized)
+9.88%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCVTX 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)
+24.92%
Peer Avg (YTD)
+15.31%
vs Peers
+9.61%

FCVTX Mutual Fund Performance

FCVTX performance across multiple time periods: 1-month -2.66%, YTD 24.92%, 1-year 35.61%, 3-year 15.08%, 5-year 9.88%, 10-year 11.00%.

FCVTX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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