FIVLX Mutual Fund

FIVLX Mutual Fund

NAV$15.90
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Returns Overview

1 Month
-0.33%
3 Months
+5.68%
6 Months
+6.80%
YTD
+5.97%
1 Year
+20.98%
3 Years (annualized)
+20.41%
5 Years (annualized)
+12.98%
10 Years (annualized)
+9.96%

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
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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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+8.71%
vs Peers
-2.74%

FIVLX Mutual Fund Performance

FIVLX performance across multiple time periods: 1-month -0.33%, YTD 5.97%, 1-year 20.98%, 3-year 20.41%, 5-year 12.98%, 10-year 9.96%.

FIVLX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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