FIVLX Mutual Fund

FIVLX Mutual Fund

NAV$15.65
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Returns Overview

1 Month
+3.71%
3 Months
+4.41%
6 Months
+5.46%
YTD
+9.91%
1 Year
+26.37%
3 Years (annualized)
+20.79%
5 Years (annualized)
+13.83%
10 Years (annualized)
+10.03%

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)
+9.91%
Peer Avg (YTD)
+11.12%
vs Peers
-1.21%

FIVLX Mutual Fund Performance

FIVLX performance across multiple time periods: 1-month 3.71%, YTD 9.91%, 1-year 26.37%, 3-year 20.79%, 5-year 13.83%, 10-year 10.03%.

FIVLX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.80%, 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.