FVCSX Mutual Fund

FVCSX Mutual Fund

NAV$38.87
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Returns Overview

1 Month
-0.05%
3 Months
+6.65%
6 Months
+12.81%
YTD
+27.90%
1 Year
+33.16%
3 Years (annualized)
+15.49%
5 Years (annualized)
+10.60%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVCSX 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
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🏦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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+27.90%
Peer Avg (YTD)
+9.89%
vs Peers
+18.01%

FVCSX Mutual Fund Performance

FVCSX performance across multiple time periods: 1-month -0.05%, YTD 27.90%, 1-year 33.16%, 3-year 15.49%, 5-year 10.60%, 10-year 11.39%.

FVCSX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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