FMFVX Mutual Fund

NAV$28.56

Returns Overview

1 Month
+0.28%
3 Months
-1.35%
6 Months
+10.07%
YTD
+9.78%
1 Year
+27.52%
3 Years (annualized)
+7.60%
5 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMFVX 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
S&P Financials Index
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+8.37%
vs Peers
+1.41%

FMFVX Mutual Fund Performance

FMFVX performance across multiple time periods: 1-month 0.28%, YTD 9.78%, 1-year 27.52%, 3-year 7.60%, 5-year 8.07%.

FMFVX returns outperform the peer average of 8.37% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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