FVHIX Mutual Fund

FVHIX Mutual Fund

NAV$1.70
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Returns Overview

1 Month
+0.57%
3 Months
+0.52%
6 Months
+1.55%
YTD
+2.07%
1 Year
+4.93%
3 Years (annualized)
+8.55%
5 Years (annualized)
+4.80%
10 Years (annualized)
+5.50%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+2.07%
Peer Avg (YTD)
+2.15%
vs Peers
-0.09%

FVHIX Mutual Fund Performance

FVHIX performance across multiple time periods: 1-month 0.57%, YTD 2.07%, 1-year 4.93%, 3-year 8.55%, 5-year 4.80%, 10-year 5.50%.

FVHIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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