FVFRX Mutual Fund

NAV$69.06

Returns Overview

1 Month
+4.41%
3 Months
+15.84%
6 Months
+20.95%
YTD
+19.64%
1 Year
+31.67%
3 Years (annualized)
+15.96%
5 Years (annualized)
+9.79%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVFRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.64%
Peer Avg (YTD)
+18.52%
vs Peers
+1.11%

FVFRX Mutual Fund Performance

FVFRX performance across multiple time periods: 1-month 4.41%, YTD 19.64%, 1-year 31.67%, 3-year 15.96%, 5-year 9.79%, 10-year 11.41%.

FVFRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

FVFRX performance comparison shows side-by-side returns with another fund. FVFRX alternatives are available in the Mutual Fund Screener.