FVICX Mutual Fund

FVICX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
+2.18%
3 Months
-0.23%
6 Months
-1.45%
YTD
-1.81%
1 Year
-1.91%
3 Years (annualized)
+3.07%
5 Years (annualized)
-2.11%
10 Years (annualized)
-0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVICX 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
Bloomberg 75% US Government/25% US Mortgage-Backed Securities Blended Index
This Mutual Fund (YTD)
-1.81%
Peer Avg (YTD)
+1.93%
vs Peers
-3.74%

FVICX Mutual Fund Performance

FVICX performance across multiple time periods: 1-month 2.18%, YTD -1.81%, 1-year -1.91%, 3-year 3.07%, 5-year -2.11%, 10-year -0.54%.

FVICX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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