FSXVX Mutual Fund

FSXVX Mutual Fund

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Returns Overview

1 Month
+2.16%
3 Months
+1.64%
6 Months
+7.81%
YTD
+12.22%
1 Year
+20.23%
3 Years (annualized)
+17.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSXVX 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)
+12.22%
Peer Avg (YTD)
+8.76%
vs Peers
+3.47%

FSXVX Mutual Fund Performance

FSXVX performance across multiple time periods: 1-month 2.16%, YTD 12.22%, 1-year 20.23%, 3-year 17.27%.

FSXVX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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