FVCSX Mutual Fund

FVCSX Mutual Fund

NAV$40.33
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Returns Overview

1 Month
+2.26%
3 Months
+8.41%
6 Months
+18.31%
YTD
+27.96%
1 Year
+39.88%
3 Years (annualized)
+15.74%
5 Years (annualized)
+11.78%
10 Years (annualized)
+11.98%

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)
+27.96%
Peer Avg (YTD)
+9.54%
vs Peers
+18.42%

FVCSX Mutual Fund Performance

FVCSX performance across multiple time periods: 1-month 2.26%, YTD 27.96%, 1-year 39.88%, 3-year 15.74%, 5-year 11.78%, 10-year 11.98%.

FVCSX returns outperform the peer average of 9.54% 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.