FIVMX Mutual Fund

FIVMX Mutual Fund

NAV$15.29
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Returns Overview

1 Month
+3.72%
3 Months
+4.34%
6 Months
+5.33%
YTD
+9.77%
1 Year
+26.01%
3 Years (annualized)
+20.46%
5 Years (annualized)
+13.51%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVMX 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
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📉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)
+9.77%
Peer Avg (YTD)
+11.12%
vs Peers
-1.35%

FIVMX Mutual Fund Performance

FIVMX performance across multiple time periods: 1-month 3.72%, YTD 9.77%, 1-year 26.01%, 3-year 20.46%, 5-year 13.51%, 10-year 9.69%.

FIVMX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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