FDVIX Mutual Fund

FDVIX Mutual Fund

NAV$30.83
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Returns Overview

1 Month
-3.58%
3 Months
-3.62%
6 Months
+0.39%
YTD
+6.83%
1 Year
+10.47%
3 Years (annualized)
+18.66%
5 Years (annualized)
+5.79%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDVIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+5.23%
vs Peers
+1.60%

FDVIX Mutual Fund Performance

FDVIX performance across multiple time periods: 1-month -3.58%, YTD 6.83%, 1-year 10.47%, 3-year 18.66%, 5-year 5.79%, 10-year 9.34%.

FDVIX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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