FSVPX Mutual Fund

FSVPX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
-1.24%
3 Months
+0.87%
6 Months
+2.87%
YTD
+3.94%
1 Year
+9.38%
3 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSVPX 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
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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)
+3.94%
Peer Avg (YTD)
+6.99%
vs Peers
-3.05%

FSVPX Mutual Fund Performance

FSVPX performance across multiple time periods: 1-month -1.24%, YTD 3.94%, 1-year 9.38%, 3-year 7.59%.

FSVPX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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