FVCCX Mutual Fund

NAV$10.14

Returns Overview

1 Month
+0.68%
3 Months
+2.57%
6 Months
+2.20%
YTD
+2.10%
1 Year
+6.26%
3 Years (annualized)
+2.84%
5 Years (annualized)
-0.29%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVCCX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+1.79%
vs Peers
+0.31%

FVCCX Mutual Fund Performance

FVCCX performance across multiple time periods: 1-month 0.68%, YTD 2.10%, 1-year 6.26%, 3-year 2.84%, 5-year -0.29%, 10-year 1.02%.

FVCCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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