FOVMX Mutual Fund

FOVMX Mutual Fund

NAV$73.23
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Returns Overview

1 Month
-3.75%
3 Months
-5.17%
6 Months
-3.66%
YTD
-0.99%
1 Year
+8.74%
3 Years (annualized)
+11.11%
5 Years (annualized)
+4.34%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOVMX 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)
-0.99%
Peer Avg (YTD)
+5.23%
vs Peers
-6.22%

FOVMX Mutual Fund Performance

FOVMX performance across multiple time periods: 1-month -3.75%, YTD -0.99%, 1-year 8.74%, 3-year 11.11%, 5-year 4.34%, 10-year 8.25%.

FOVMX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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