FSVLX Mutual Fund

FSVLX Mutual Fund

NAV$18.10
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Returns Overview

1 Month
+6.02%
3 Months
+4.38%
6 Months
-2.37%
YTD
-12.97%
1 Year
-14.90%
3 Years (annualized)
+3.17%
5 Years (annualized)
-2.72%
10 Years (annualized)
+6.97%

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)
-12.97%
Peer Avg (YTD)
+10.67%
vs Peers
-23.64%

FSVLX Mutual Fund Performance

FSVLX performance across multiple time periods: 1-month 6.02%, YTD -12.97%, 1-year -14.90%, 3-year 3.17%, 5-year -2.72%, 10-year 6.97%.

FSVLX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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