FTVCX Mutual Fund

FTVCX Mutual Fund

NAV$35.95
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Returns Overview

1 Month
+3.46%
3 Months
+5.93%
6 Months
+5.61%
YTD
+7.49%
1 Year
+5.45%
3 Years (annualized)
+6.14%
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
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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

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+9.54%
vs Peers
-2.05%

FTVCX Mutual Fund Performance

FTVCX performance across multiple time periods: 1-month 3.46%, YTD 7.49%, 1-year 5.45%, 3-year 6.14%, 5-year 4.97%.

FTVCX returns trail the peer average of 9.54% 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.