FVDKX Mutual Fund

FVDKX Mutual Fund

NAV$41.16
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Returns Overview

1 Month
+6.53%
3 Months
+5.13%
6 Months
+14.03%
YTD
+23.14%
1 Year
+30.30%
3 Years (annualized)
+19.75%
5 Years (annualized)
+10.54%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDKX 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)
+23.14%
Peer Avg (YTD)
+12.44%
vs Peers
+10.71%

FVDKX Mutual Fund Performance

FVDKX performance across multiple time periods: 1-month 6.53%, YTD 23.14%, 1-year 30.30%, 3-year 19.75%, 5-year 10.54%, 10-year 11.67%.

FVDKX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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