FDVLX Mutual Fund

FDVLX Mutual Fund

NAV$17.20
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Returns Overview

1 Month
+6.21%
3 Months
-1.63%
6 Months
+7.22%
YTD
+21.19%
1 Year
+30.10%
3 Years (annualized)
+21.69%
5 Years (annualized)
+11.13%
10 Years (annualized)
-10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDVLX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+21.19%
Peer Avg (YTD)
+8.01%
vs Peers
+13.18%

FDVLX Mutual Fund Performance

FDVLX performance across multiple time periods: 1-month 6.21%, YTD 21.19%, 1-year 30.10%, 3-year 21.69%, 5-year 11.13%, 10-year -10.48%.

FDVLX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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