FVAQX Mutual Fund

NAV$9.85

Returns Overview

1 Month
+1.05%
3 Months
+2.80%
6 Months
+2.70%
YTD
+2.70%
1 Year
+7.07%
3 Years (annualized)
+3.48%
5 Years (annualized)
+0.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVAQX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+1.79%
vs Peers
+0.92%

FVAQX Mutual Fund Performance

FVAQX performance across multiple time periods: 1-month 1.05%, YTD 2.70%, 1-year 7.07%, 3-year 3.48%, 5-year 0.12%.

FVAQX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

FVAQX performance comparison shows side-by-side returns with another fund. FVAQX alternatives are available in the Mutual Fund Screener.