FOVDX Mutual Fund

FOVDX Mutual Fund

NAV$75.70
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Returns Overview

1 Month
-2.48%
3 Months
+1.46%
6 Months
+1.60%
YTD
+4.10%
1 Year
+8.20%
3 Years (annualized)
+10.56%
5 Years (annualized)
+3.82%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOVDX 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)
+4.10%
Peer Avg (YTD)
+6.23%
vs Peers
-2.13%

FOVDX Mutual Fund Performance

FOVDX performance across multiple time periods: 1-month -2.48%, YTD 4.10%, 1-year 8.20%, 3-year 10.56%, 5-year 3.82%, 10-year 7.72%.

FOVDX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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