FVDMX Mutual Fund

FVDMX Mutual Fund

NAV$46.59
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Returns Overview

1 Month
+4.67%
3 Months
+8.18%
6 Months
+12.79%
YTD
+16.36%
1 Year
+29.82%
3 Years (annualized)
+13.84%
5 Years (annualized)
+8.91%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDMX 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
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📉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)
+16.36%
Peer Avg (YTD)
+11.41%
vs Peers
+4.95%

FVDMX Mutual Fund Performance

FVDMX performance across multiple time periods: 1-month 4.67%, YTD 16.36%, 1-year 29.82%, 3-year 13.84%, 5-year 8.91%, 10-year 10.02%.

FVDMX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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