FDSVX Mutual Fund

FDSVX Mutual Fund

NAV$75.69
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Returns Overview

1 Month
+3.52%
3 Months
+0.10%
6 Months
+19.94%
YTD
+12.90%
1 Year
+14.41%
3 Years (annualized)
+20.73%
5 Years (annualized)
+11.40%
10 Years (annualized)
+18.09%

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
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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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+12.90%
Peer Avg (YTD)
+8.68%
vs Peers
+4.22%

FDSVX Mutual Fund Performance

FDSVX performance across multiple time periods: 1-month 3.52%, YTD 12.90%, 1-year 14.41%, 3-year 20.73%, 5-year 11.40%, 10-year 18.09%.

FDSVX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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