FOVCX Mutual Fund

FOVCX Mutual Fund

NAV$17.95
See how much of FOVCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.45%
3 Months
-14.26%
6 Months
-17.84%
YTD
+1.04%
1 Year
-25.34%
3 Years (annualized)
-9.25%
5 Years (annualized)
-2.36%
10 Years (annualized)
+5.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOVCX 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)
+1.04%
Peer Avg (YTD)
+3.66%
vs Peers
-2.62%

FOVCX Mutual Fund Performance

FOVCX performance across multiple time periods: 1-month 1.45%, YTD 1.04%, 1-year -25.34%, 3-year -9.25%, 5-year -2.36%, 10-year 5.69%.

FOVCX returns trail the peer average of 3.66% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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