FOVHX Mutual Fund

FOVHX Mutual Fund

NAV$78.55
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Returns Overview

1 Month
+3.00%
3 Months
+11.25%
6 Months
+8.19%
YTD
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOVHX 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)
+7.27%
Peer Avg (YTD)
+8.97%
vs Peers
-1.70%

FOVHX Mutual Fund Performance

FOVHX performance across multiple time periods: 1-month 3.00%, YTD 7.27%.

FOVHX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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