FVHIX Mutual Fund

NAV$1.75

Returns Overview

1 Month
-0.05%
3 Months
+2.19%
6 Months
+1.50%
YTD
+1.50%
1 Year
+6.02%
3 Years (annualized)
+8.80%
5 Years (annualized)
+4.66%
10 Years (annualized)
+6.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVHIX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+3.23%
vs Peers
-1.73%

FVHIX Mutual Fund Performance

FVHIX performance across multiple time periods: 1-month -0.05%, YTD 1.50%, 1-year 6.02%, 3-year 8.80%, 5-year 4.66%, 10-year 6.10%.

FVHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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