FMVUX Mutual Fund

FMVUX Mutual Fund

NAV$38.41
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Returns Overview

1 Month
+1.13%
3 Months
+5.09%
6 Months
+11.32%
YTD
+19.48%
1 Year
+24.03%
3 Years (annualized)
+17.09%
5 Years (annualized)
+10.54%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMVUX 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 Index(^R25I)
This Mutual Fund (YTD)
+19.48%
Peer Avg (YTD)
+9.89%
vs Peers
+9.59%

FMVUX Mutual Fund Performance

FMVUX performance across multiple time periods: 1-month 1.13%, YTD 19.48%, 1-year 24.03%, 3-year 17.09%, 5-year 10.54%, 10-year 11.40%.

FMVUX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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