FVATX Mutual Fund

FVATX Mutual Fund

NAV$9.94
See how much of FVATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.80%
3 Months
-1.34%
6 Months
-1.59%
YTD
-0.37%
1 Year
-0.15%
3 Years (annualized)
+4.57%
5 Years (annualized)
+0.01%
10 Years (annualized)
+1.51%

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
PROUpgrade to run

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)
-0.37%
Peer Avg (YTD)
-0.87%
vs Peers
+0.49%

FVATX Mutual Fund Performance

FVATX performance across multiple time periods: 1-month 3.80%, YTD -0.37%, 1-year -0.15%, 3-year 4.57%, 5-year 0.01%, 10-year 1.51%.

FVATX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.72%, 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.