FDVIX Mutual Fund

FDVIX Mutual Fund

NAV$32.81
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Returns Overview

1 Month
-1.88%
3 Months
+4.16%
6 Months
+6.28%
YTD
+11.93%
1 Year
+22.88%
3 Years (annualized)
+15.54%
5 Years (annualized)
+6.59%
10 Years (annualized)
+9.33%

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)
+11.93%
Peer Avg (YTD)
+6.23%
vs Peers
+5.70%

FDVIX Mutual Fund Performance

FDVIX performance across multiple time periods: 1-month -1.88%, YTD 11.93%, 1-year 22.88%, 3-year 15.54%, 5-year 6.59%, 10-year 9.33%.

FDVIX returns outperform the peer average of 6.23% 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.