FVDFX Mutual Fund

FVDFX Mutual Fund

NAV$41.50
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Returns Overview

1 Month
+6.52%
3 Months
-9.99%
6 Months
-2.39%
YTD
+5.39%
1 Year
+11.50%
3 Years (annualized)
+13.62%
5 Years (annualized)
+7.08%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDFX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+12.44%
vs Peers
-7.05%

FVDFX Mutual Fund Performance

FVDFX performance across multiple time periods: 1-month 6.52%, YTD 5.39%, 1-year 11.50%, 3-year 13.62%, 5-year 7.08%, 10-year 9.85%.

FVDFX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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