FVDLX Mutual Fund

FVDLX Mutual Fund

NAV$41.36
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Returns Overview

1 Month
+6.46%
3 Months
+4.97%
6 Months
+13.69%
YTD
+22.52%
1 Year
+29.50%
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)
+22.52%
Peer Avg (YTD)
+12.44%
vs Peers
+10.09%

FVDLX Mutual Fund Performance

FVDLX performance across multiple time periods: 1-month 6.46%, YTD 22.52%, 1-year 29.50%, 3-year 14.41%, 5-year 9.45%, 10-year 10.56%.

FVDLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.00%, 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.