FTVAX Mutual Fund

NAV$36.16

Returns Overview

1 Month
+2.13%
3 Months
+4.74%
6 Months
+4.58%
YTD
+4.16%
1 Year
+2.65%
3 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+10.82%
vs Peers
-6.66%

FTVAX Mutual Fund Performance

FTVAX performance across multiple time periods: 1-month 2.13%, YTD 4.16%, 1-year 2.65%, 3-year 7.91%.

FTVAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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