FVADX Mutual Fund

FVADX Mutual Fund

NAV$74.38
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Returns Overview

1 Month
+1.27%
3 Months
+7.39%
6 Months
+13.52%
YTD
+22.78%
1 Year
+31.53%
3 Years (annualized)
+15.25%
5 Years (annualized)
+9.70%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVADX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.78%
Peer Avg (YTD)
+15.31%
vs Peers
+7.47%

FVADX Mutual Fund Performance

FVADX performance across multiple time periods: 1-month 1.27%, YTD 22.78%, 1-year 31.53%, 3-year 15.25%, 5-year 9.70%, 10-year 11.58%.

FVADX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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