FOVIX Mutual Fund

FOVIX Mutual Fund

NAV$24.63
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Returns Overview

1 Month
+1.52%
3 Months
-9.57%
6 Months
-13.14%
YTD
+1.05%
1 Year
-20.69%
3 Years (annualized)
-6.77%
5 Years (annualized)
-1.01%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOVIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+3.66%
vs Peers
-2.61%

FOVIX Mutual Fund Performance

FOVIX performance across multiple time periods: 1-month 1.52%, YTD 1.05%, 1-year -20.69%, 3-year -6.77%, 5-year -1.01%, 10-year 5.28%.

FOVIX returns trail the peer average of 3.66% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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