FSVZX Mutual Fund

FSVZX Mutual Fund

NAV$12.05
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Returns Overview

1 Month
-1.16%
3 Months
+1.14%
6 Months
+3.48%
YTD
+4.56%
1 Year
+10.36%
3 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSVZX 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
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📉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)
+4.56%
Peer Avg (YTD)
+6.99%
vs Peers
-2.43%

FSVZX Mutual Fund Performance

FSVZX performance across multiple time periods: 1-month -1.16%, YTD 4.56%, 1-year 10.36%, 3-year 8.71%.

FSVZX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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