FOVAX Mutual Fund

FOVAX Mutual Fund

NAV$23.09
See how much of FOVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.53%
3 Months
+5.25%
6 Months
+1.03%
YTD
+1.08%
1 Year
-7.88%
3 Years (annualized)
-2.17%
5 Years (annualized)
+2.01%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOVAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+3.66%
vs Peers
-2.58%

FOVAX Mutual Fund Performance

FOVAX performance across multiple time periods: 1-month 1.53%, YTD 1.08%, 1-year -7.88%, 3-year -2.17%, 5-year 2.01%, 10-year 8.26%.

FOVAX returns trail the peer average of 3.66% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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