FIVLX Mutual Fund

FIVLX Mutual Fund

NAV$15.13
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Returns Overview

1 Month
-0.99%
3 Months
-4.28%
6 Months
-0.07%
YTD
+5.20%
1 Year
+12.11%
3 Years (annualized)
+22.02%
5 Years (annualized)
+12.14%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVLX 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
PROUpgrade to run
🏦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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+10.38%
vs Peers
-5.18%

FIVLX Mutual Fund Performance

FIVLX performance across multiple time periods: 1-month -0.99%, YTD 5.20%, 1-year 12.11%, 3-year 22.02%, 5-year 12.14%, 10-year 9.60%.

FIVLX returns trail the peer average of 10.38% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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