FOVBX Mutual Fund

NAV$77.67

Returns Overview

1 Month
+2.98%
3 Months
+11.19%
6 Months
+8.05%
YTD
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOVBX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+8.97%
vs Peers
-1.82%

FOVBX Mutual Fund Performance

FOVBX performance across multiple time periods: 1-month 2.98%, YTD 7.15%.

FOVBX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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