FTVZX Mutual Fund

FTVZX Mutual Fund

NAV$36.22
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Returns Overview

1 Month
+8.88%
3 Months
+0.62%
6 Months
+6.86%
YTD
+8.81%
1 Year
+13.31%
3 Years (annualized)
+12.97%
5 Years (annualized)
+5.22%

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
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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)
+8.81%
Peer Avg (YTD)
+8.01%
vs Peers
+0.81%

FTVZX Mutual Fund Performance

FTVZX performance across multiple time periods: 1-month 8.88%, YTD 8.81%, 1-year 13.31%, 3-year 12.97%, 5-year 5.22%.

FTVZX returns outperform the peer average of 8.01% 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.