FVATX Mutual Fund

FVATX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
-2.14%
3 Months
-1.18%
6 Months
-0.55%
YTD
+0.05%
1 Year
+5.28%
3 Years (annualized)
+2.73%
5 Years (annualized)
+0.02%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVATX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+0.23%
vs Peers
-0.18%

FVATX Mutual Fund Performance

FVATX performance across multiple time periods: 1-month -2.14%, YTD 0.05%, 1-year 5.28%, 3-year 2.73%, 5-year 0.02%, 10-year 1.61%.

FVATX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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