FSVTX Mutual Fund

FSVTX Mutual Fund

NAV$11.92
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Returns Overview

1 Month
+1.09%
3 Months
+0.25%
6 Months
+2.53%
YTD
+5.38%
1 Year
+9.52%
3 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSVTX 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)
+5.38%
Peer Avg (YTD)
+8.76%
vs Peers
-3.38%

FSVTX Mutual Fund Performance

FSVTX performance across multiple time periods: 1-month 1.09%, YTD 5.38%, 1-year 9.52%, 3-year 9.16%.

FSVTX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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