FMCVX Mutual Fund

FMCVX Mutual Fund

NAV$27.09
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Returns Overview

1 Month
+0.30%
3 Months
+4.66%
6 Months
+7.89%
YTD
+14.88%
1 Year
+21.81%
3 Years (annualized)
+11.67%
5 Years (annualized)
+8.17%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCVX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+14.88%
Peer Avg (YTD)
+15.31%
vs Peers
-0.43%

FMCVX Mutual Fund Performance

FMCVX performance across multiple time periods: 1-month 0.30%, YTD 14.88%, 1-year 21.81%, 3-year 11.67%, 5-year 8.17%, 10-year 9.27%.

FMCVX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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