FVATX Mutual Fund

FVATX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
-0.60%
3 Months
-1.45%
6 Months
-1.59%
YTD
+0.38%
1 Year
+4.78%
3 Years (annualized)
+3.11%
5 Years (annualized)
-0.12%
10 Years (annualized)
+1.45%

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)
+0.38%
Peer Avg (YTD)
+0.15%
vs Peers
+0.23%

FVATX Mutual Fund Performance

FVATX performance across multiple time periods: 1-month -0.60%, YTD 0.38%, 1-year 4.78%, 3-year 3.11%, 5-year -0.12%, 10-year 1.45%.

FVATX returns outperform the peer average of 0.15% 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.