FSVZX Mutual Fund

FSVZX Mutual Fund

NAV$11.89
See how much of FSVZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.17%
3 Months
+0.41%
6 Months
+2.84%
YTD
+5.78%
1 Year
+9.98%
3 Years (annualized)
+9.71%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+8.76%
vs Peers
-2.97%

FSVZX Mutual Fund Performance

FSVZX performance across multiple time periods: 1-month 1.17%, YTD 5.78%, 1-year 9.98%, 3-year 9.71%.

FSVZX returns trail the peer average of 8.76% 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.