FSVXX Mutual Fund

FSVXX Mutual Fund

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Returns Overview

3 Months
+0.79%
6 Months
+1.99%
YTD
+2.38%
1 Year
+4.04%
3 Years (annualized)
+2.79%
5 Years (annualized)
+1.99%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSVXX 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

Benchmark
MSCI WORLD Net Total Return CAD(MSWO)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+2.63%
vs Peers
-0.26%

FSVXX Mutual Fund Performance

FSVXX performance across multiple time periods: YTD 2.38%, 1-year 4.04%, 3-year 2.79%, 5-year 1.99%, 10-year 1.16%.

FSVXX returns trail the peer average of 2.63% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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