FMVUX Mutual Fund

FMVUX Mutual Fund

NAV$39.60
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Returns Overview

1 Month
+0.57%
3 Months
+6.15%
6 Months
+12.59%
YTD
+17.16%
1 Year
+29.55%
3 Years (annualized)
+15.47%
5 Years (annualized)
+10.79%
10 Years (annualized)
+11.42%

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)
+17.16%
Peer Avg (YTD)
+9.54%
vs Peers
+7.62%

FMVUX Mutual Fund Performance

FMVUX performance across multiple time periods: 1-month 0.57%, YTD 17.16%, 1-year 29.55%, 3-year 15.47%, 5-year 10.79%, 10-year 11.42%.

FMVUX returns outperform the peer average of 9.54% 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.