FSVKX Mutual Fund

FSVKX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
+0.96%
3 Months
+0.35%
6 Months
+2.33%
YTD
+5.01%
1 Year
+8.44%
3 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSVKX 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

This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+8.76%
vs Peers
-3.75%

FSVKX Mutual Fund Performance

FSVKX performance across multiple time periods: 1-month 0.96%, YTD 5.01%, 1-year 8.44%, 3-year 8.45%.

FSVKX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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