FTVZX Mutual Fund

FTVZX Mutual Fund

NAV$36.41
See how much of FTVZX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.55%
3 Months
+6.21%
6 Months
+6.18%
YTD
+8.14%
1 Year
+6.53%
3 Years (annualized)
+7.20%
5 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVZX 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)
+8.14%
Peer Avg (YTD)
+9.54%
vs Peers
-1.40%

FTVZX Mutual Fund Performance

FTVZX performance across multiple time periods: 1-month 3.55%, YTD 8.14%, 1-year 6.53%, 3-year 7.20%, 5-year 6.00%.

FTVZX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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