FCVTX Mutual Fund

NAV$23.29

Returns Overview

1 Month
+9.58%
3 Months
+26.11%
6 Months
+28.33%
YTD
+27.21%
1 Year
+53.57%
3 Years (annualized)
+25.50%
5 Years (annualized)
+15.28%
10 Years (annualized)
+14.45%

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
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)
+27.21%
Peer Avg (YTD)
+18.52%
vs Peers
+8.68%

FCVTX Mutual Fund Performance

FCVTX performance across multiple time periods: 1-month 9.58%, YTD 27.21%, 1-year 53.57%, 3-year 25.50%, 5-year 15.28%, 10-year 14.45%.

FCVTX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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