FOVDX Mutual Fund

FOVDX Mutual Fund

NAV$78.62
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Returns Overview

1 Month
+2.91%
3 Months
+10.98%
6 Months
+7.67%
YTD
+6.75%

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)
+6.75%
Peer Avg (YTD)
+8.97%
vs Peers
-2.22%

FOVDX Mutual Fund Performance

FOVDX performance across multiple time periods: 1-month 2.91%, YTD 6.75%.

FOVDX returns trail the peer average of 8.97% 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.