FVDLX Mutual Fund

FVDLX Mutual Fund

NAV$46.20
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Returns Overview

1 Month
+4.73%
3 Months
+8.31%
6 Months
+13.09%
YTD
+16.73%
1 Year
+30.46%
3 Years (annualized)
+14.41%
5 Years (annualized)
+9.45%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDLX 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)
+16.73%
Peer Avg (YTD)
+11.41%
vs Peers
+5.31%

FVDLX Mutual Fund Performance

FVDLX performance across multiple time periods: 1-month 4.73%, YTD 16.73%, 1-year 30.46%, 3-year 14.41%, 5-year 9.45%, 10-year 10.56%.

FVDLX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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