FDSVX Mutual Fund

NAV$78.77

Returns Overview

1 Month
-0.73%
3 Months
+19.82%
6 Months
+13.36%
YTD
+12.78%
1 Year
+22.88%
3 Years (annualized)
+26.81%
5 Years (annualized)
+18.22%
10 Years (annualized)
+22.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDSVX 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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+12.78%
Peer Avg (YTD)
+8.97%
vs Peers
+3.81%

FDSVX Mutual Fund Performance

FDSVX performance across multiple time periods: 1-month -0.73%, YTD 12.78%, 1-year 22.88%, 3-year 26.81%, 5-year 18.22%, 10-year 22.19%.

FDSVX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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