FLVCX Mutual Fund

NAV$52.07

Returns Overview

1 Month
+3.74%
3 Months
+28.25%
6 Months
+24.40%
YTD
+21.90%
1 Year
+35.50%
3 Years (annualized)
+25.84%
5 Years (annualized)
+13.73%
10 Years (annualized)
+15.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLVCX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity US Leveraged Stock Linked Index
This Mutual Fund (YTD)
+21.90%
Peer Avg (YTD)
+9.51%
vs Peers
+12.39%

FLVCX Mutual Fund Performance

FLVCX performance across multiple time periods: 1-month 3.74%, YTD 21.90%, 1-year 35.50%, 3-year 25.84%, 5-year 13.73%, 10-year 15.68%.

FLVCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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