FSVTX Mutual Fund

NAV$12.07

Returns Overview

1 Month
+0.33%
3 Months
+6.29%
6 Months
+5.83%
YTD
+5.46%
1 Year
+11.18%
3 Years (annualized)
+9.04%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+7.64%
vs Peers
-2.18%

FSVTX Mutual Fund Performance

FSVTX performance across multiple time periods: 1-month 0.33%, YTD 5.46%, 1-year 11.18%, 3-year 9.04%.

FSVTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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