FSVCX Mutual Fund

FSVCX Mutual Fund

NAV$11.58
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Returns Overview

1 Month
-1.13%
3 Months
+0.63%
6 Months
+2.44%
YTD
+3.27%
1 Year
+8.22%
3 Years (annualized)
+6.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSVCX 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
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📉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

This Mutual Fund (YTD)
+3.27%
Peer Avg (YTD)
+6.99%
vs Peers
-3.73%

FSVCX Mutual Fund Performance

FSVCX performance across multiple time periods: 1-month -1.13%, YTD 3.27%, 1-year 8.22%, 3-year 6.64%.

FSVCX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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