FTVFX Mutual Fund

FTVFX Mutual Fund

NAV$42.89
See how much of FTVFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.42%
3 Months
+9.04%
6 Months
+17.52%
YTD
+24.42%
1 Year
+36.65%
3 Years (annualized)
+16.82%
5 Years (annualized)
+11.83%
10 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVFX 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

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+24.42%
Peer Avg (YTD)
+9.54%
vs Peers
+14.88%

FTVFX Mutual Fund Performance

FTVFX performance across multiple time periods: 1-month 2.42%, YTD 24.42%, 1-year 36.65%, 3-year 16.82%, 5-year 11.83%, 10-year 12.05%.

FTVFX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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