FTVNX Mutual Fund

FTVNX Mutual Fund

NAV$35.72
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Returns Overview

1 Month
+3.51%
3 Months
+6.09%
6 Months
+5.93%
YTD
+7.83%
1 Year
+6.05%
3 Years (annualized)
+6.73%
5 Years (annualized)
+5.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVNX 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)
+7.83%
Peer Avg (YTD)
+9.54%
vs Peers
-1.71%

FTVNX Mutual Fund Performance

FTVNX performance across multiple time periods: 1-month 3.51%, YTD 7.83%, 1-year 6.05%, 3-year 6.73%, 5-year 5.56%.

FTVNX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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