FTVCX Mutual Fund

FTVCX Mutual Fund

NAV$35.00
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Returns Overview

1 Month
+8.79%
3 Months
+0.37%
6 Months
+6.32%
YTD
+7.89%
1 Year
+12.16%
3 Years (annualized)
+11.84%
5 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVCX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+8.01%
vs Peers
-0.12%

FTVCX Mutual Fund Performance

FTVCX performance across multiple time periods: 1-month 8.79%, YTD 7.89%, 1-year 12.16%, 3-year 11.84%, 5-year 4.97%.

FTVCX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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