FMVQX Mutual Fund

FMVQX Mutual Fund

NAV$60.38
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Returns Overview

1 Month
-1.16%
3 Months
+1.77%
6 Months
+7.88%
YTD
+18.30%
1 Year
+21.72%
3 Years (annualized)
+15.04%
5 Years (annualized)
+9.86%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMVQX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.30%
Peer Avg (YTD)
+9.89%
vs Peers
+8.41%

FMVQX Mutual Fund Performance

FMVQX performance across multiple time periods: 1-month -1.16%, YTD 18.30%, 1-year 21.72%, 3-year 15.04%, 5-year 9.86%, 10-year 11.41%.

FMVQX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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