FDVLX Mutual Fund

FDVLX Mutual Fund

NAV$17.49
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Returns Overview

1 Month
+2.44%
3 Months
+8.99%
6 Months
+17.80%
YTD
+24.89%
1 Year
+37.34%
3 Years (annualized)
+17.44%
5 Years (annualized)
+12.41%
10 Years (annualized)
+13.15%

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)
+24.89%
Peer Avg (YTD)
+9.54%
vs Peers
+15.35%

FDVLX Mutual Fund Performance

FDVLX performance across multiple time periods: 1-month 2.44%, YTD 24.89%, 1-year 37.34%, 3-year 17.44%, 5-year 12.41%, 10-year 13.15%.

FDVLX returns outperform the peer average of 9.54% 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.