FDVKX Mutual Fund

FDVKX Mutual Fund

NAV$14.76
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Returns Overview

1 Month
+4.91%
3 Months
+8.57%
6 Months
+13.56%
YTD
+17.28%
1 Year
+31.55%
3 Years (annualized)
+15.05%
5 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDVKX 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 Value(^RAV)
This Mutual Fund (YTD)
+17.28%
Peer Avg (YTD)
+11.41%
vs Peers
+5.87%

FDVKX Mutual Fund Performance

FDVKX performance across multiple time periods: 1-month 4.91%, YTD 17.28%, 1-year 31.55%, 3-year 15.05%, 5-year 10.21%.

FDVKX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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