FVDOX Mutual Fund

FVDOX Mutual Fund

NAV$46.40
See how much of FVDOX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.76%
3 Months
+8.45%
6 Months
+13.42%
YTD
+17.10%
1 Year
+31.18%
3 Years (annualized)
+14.89%
5 Years (annualized)
+9.88%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+17.10%
Peer Avg (YTD)
+11.41%
vs Peers
+5.69%

FVDOX Mutual Fund Performance

FVDOX performance across multiple time periods: 1-month 4.76%, YTD 17.10%, 1-year 31.18%, 3-year 14.89%, 5-year 9.88%, 10-year 10.97%.

FVDOX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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