FSVLX Mutual Fund

FSVLX Mutual Fund

NAV$17.57
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Returns Overview

1 Month
+2.18%
3 Months
+7.92%
6 Months
-17.91%
YTD
-16.84%
1 Year
-21.47%
3 Years (annualized)
+2.57%
5 Years (annualized)
-3.47%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSVLX 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
FactSet Financial Technologies Linked Index
This Mutual Fund (YTD)
-16.84%
Peer Avg (YTD)
+8.61%
vs Peers
-25.45%

FSVLX Mutual Fund Performance

FSVLX performance across multiple time periods: 1-month 2.18%, YTD -16.84%, 1-year -21.47%, 3-year 2.57%, 5-year -3.47%, 10-year 7.42%.

FSVLX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

FSVLX performance comparison shows side-by-side returns with another fund. FSVLX alternatives are available in the Mutual Fund Screener.