FVHIX Mutual Fund

FVHIX Mutual Fund

NAV$1.75
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Returns Overview

1 Month
-0.01%
3 Months
+0.47%
6 Months
+0.96%
YTD
+1.48%
1 Year
+5.48%
3 Years (annualized)
+8.38%
5 Years (annualized)
+4.57%
10 Years (annualized)
+5.74%

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)
+1.48%
Peer Avg (YTD)
+0.12%
vs Peers
+1.36%

FVHIX Mutual Fund Performance

FVHIX performance across multiple time periods: 1-month -0.01%, YTD 1.48%, 1-year 5.48%, 3-year 8.38%, 5-year 4.57%, 10-year 5.74%.

FVHIX returns outperform the peer average of 0.12% 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.