FRVZX Mutual Fund

FRVZX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
+3.34%
3 Months
-1.91%
6 Months
-2.00%
YTD
-0.86%
1 Year
-0.55%
3 Years (annualized)
+4.60%
5 Years (annualized)
-0.18%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRVZX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
-0.87%
vs Peers
+0.00%

FRVZX Mutual Fund Performance

FRVZX performance across multiple time periods: 1-month 3.34%, YTD -0.86%, 1-year -0.55%, 3-year 4.60%, 5-year -0.18%, 10-year 0.97%.

FRVZX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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