FOVBX Mutual Fund

FOVBX Mutual Fund

NAV$70.89
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Returns Overview

1 Month
-3.73%
3 Months
-5.11%
6 Months
-3.53%
YTD
-0.78%
1 Year
+9.02%
3 Years (annualized)
+11.39%
5 Years (annualized)
+4.60%
10 Years (annualized)
+8.53%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-0.78%
Peer Avg (YTD)
+5.23%
vs Peers
-6.02%

FOVBX Mutual Fund Performance

FOVBX performance across multiple time periods: 1-month -3.73%, YTD -0.78%, 1-year 9.02%, 3-year 11.39%, 5-year 4.60%, 10-year 8.53%.

FOVBX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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