FLVCX Mutual Fund

FLVCX Mutual Fund

NAV$45.50
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Returns Overview

1 Month
+1.24%
3 Months
-3.66%
6 Months
+9.99%
YTD
+15.52%
1 Year
+20.31%
3 Years (annualized)
+23.24%
5 Years (annualized)
+11.96%
10 Years (annualized)
+14.48%

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
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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
Fidelity US Leveraged Stock Linked Index
This Mutual Fund (YTD)
+15.52%
Peer Avg (YTD)
+11.21%
vs Peers
+4.31%

FLVCX Mutual Fund Performance

FLVCX performance across multiple time periods: 1-month 1.24%, YTD 15.52%, 1-year 20.31%, 3-year 23.24%, 5-year 11.96%, 10-year 14.48%.

FLVCX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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