FSLVX Mutual Fund

FSLVX Mutual Fund

NAV$33.18
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Returns Overview

1 Month
+4.46%
3 Months
+6.64%
6 Months
+10.75%
YTD
+13.42%
1 Year
+24.97%
3 Years (annualized)
+17.41%
5 Years (annualized)
+12.16%
10 Years (annualized)
+11.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSLVX 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
PROUpgrade to run
🏦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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.42%
Peer Avg (YTD)
+11.41%
vs Peers
+2.01%

FSLVX Mutual Fund Performance

FSLVX performance across multiple time periods: 1-month 4.46%, YTD 13.42%, 1-year 24.97%, 3-year 17.41%, 5-year 12.16%, 10-year 11.62%.

FSLVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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