FTVNX Mutual Fund

FTVNX Mutual Fund

NAV$35.42
See how much of FTVNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+8.85%
3 Months
+0.51%
6 Months
+6.63%
YTD
+8.38%
1 Year
+12.78%
3 Years (annualized)
+12.46%
5 Years (annualized)
+4.79%

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
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)
+8.38%
Peer Avg (YTD)
+8.01%
vs Peers
+0.37%

FTVNX Mutual Fund Performance

FTVNX performance across multiple time periods: 1-month 8.85%, YTD 8.38%, 1-year 12.78%, 3-year 12.46%, 5-year 4.79%.

FTVNX returns outperform the peer average of 8.01% 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.